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Technology Stocks : Healtheon Corporation (HLTH)
HLTH 0.1200.0%Sep 10 5:00 PM EST

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To: despy who wrote (625)4/12/2000 4:08:00 PM
From: M. Frank Greiffenstein  Read Replies (1) of 861
 
Kind of old news....

Despy, the idea that the "old economy" stocks will eventually get on line and decimate the pure e-commerce stocks is "old" (i.e., one than a year). For exmaple, I've heard quite a few analysts talk about how Toys R' Us would awaken and destroy E-Toy. It's already happened. And Tiffany is killing ASFD, etc.

People will wake up and realize that barriers to entry are low for most e-tailers.

HLTH will be a survivor becasue it operates in many different b2b spaces, as well as some b2c spaces. They also have a lot of godamn cash <g>.

DocStone
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