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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up?
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To: borb who wrote (2190)1/5/2000 9:39:00 AM
From: Professor Dotcomm  Read Replies (1) of 3902
 
Yes the pie's growth is expected to be mostly accounted for by e-commerce. Some estimates (now over 6 months old), believe that GDP growth of 7.1% will be coming from e-commerce 6% but also 1.1% from bricks and mortar. So the pie is still growing just large enough to accommodate modest growth for bricks and mortar. Secondly, the high p/es for Internet stocks reflect the fact of their faster growth (0.5%<6%) and should consequently have much higher values than conventional retailers. (Perhaps in the 1900s, the p/e of the carriage industry was more modest than that of the horseless carriage industry - or perhaps these like Ford were incurring losses at that time).
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