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Strategies & Market Trends : Buffettology

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To: cfimx who wrote (2140)	2/16/2000 10:44:00 AM
From: Bob Rudd	Read Replies (1) of 4691

Thanks, Twister Here's link to Fortune article you mentioned library.northernlight.com I'm not so much a bear on newspapers as I am just inclined to ask how the net affects any business model. And this doesn't imply an interest in net stocks at any where near current valuations. I expect WPO to survive and adapt thru internal creative destruction. At some point the negatives will be fully impacted in the business and, prior to that, in expectations. From that point of maximum pessimism will serous profits be made. Maybe we're there now. I kinda doubt it so I'm still waitin & watchin. Thanks for your analysis - watchin the segments is an important key to this. bob

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