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Non-Tech : The Critical Investing Workshop
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To: pinhi who wrote (6519)3/9/2000 9:30:00 AM
From: Jim Willie CB  Read Replies (1) of 35685
 
Battaglia on CNBC again in person this morning:

in due time we will have a shakeout of the B2B internets
but for now, you CANNOT interrupt the flow of capital into these explosive sectors

last year the measure was "hits" and "eyeballs"
but "transactions" were lacking, as well as "margin"

investment money flow is moving to internet B2B because it has massive transactions, the underlying requirement for eventual profit margins

/ jim
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