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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 681.43+1.6%4:00 PM EST

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To: pater tenebrarum who wrote (37296)1/12/2000 1:47:00 PM
From: Jorj X Mckie  Read Replies (1) of 99985
 
Perhaps our definition of "internet" company is different. I suspect that there will be a transition where margins get smacked around a bit, but if implemented correctly, I believe that cost of business will decrease correspondingly. The part of the internet sector that gets the most visibility is retail, which traditional has pretty slim margins. I think that retail is a fractional part of the internet opportunity.
JXM
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