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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (22989)	11/15/1999 3:47:00 PM
From: Stormweaver	Read Replies (1) of 64865

The Internut Hangover: Iron Glut 2000. <-- that would make a nice title for a book ? ;) You could be right about a potential iron glut. IMO... Inet company revenues are largely offset by the loss of competing brick-and-mortar company revenues. Inet $ is more of a shift in commerce access rather than new wealth. The companies that have cost effective/reliable web interfaces will maintain or gain market share and be around for a while. Investor + Vulture Capital is overly plentiful creating too many startups that buy iron first, execute a real business plan second (or never in some cases). No doubt Barons, WSJ, or IBD will be doing an article on failure rates of said companies (probably early next year) which will slow down $ flow and perhaps increase the flow of used iron onto the market. That could be the pin that pops the market buble if Y2K or the FED doesn't do it first. All IMHO. Cheers James

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