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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (17153)2/4/2000 10:13:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> would you extend that argument to the whole (B2C)internut sector...make money, collapse your CAP?

No, I wouldn't, chaz. The Internet lends itself to hyper-efficient methods of doing business, both in the b:b and b:c sectors, witness Dell and Cisco who do the majority of their business through the Net. Imo, the key to successful investing in the Nutz is to identify companies with business models that scale to high margin operations.

uf
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