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Technology Stocks : All About Sun Microsystems

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To: techtonicbull who wrote (30714)	4/13/2000 10:43:00 PM
From: C. Zuck	Read Replies (1) of 64865

re: I think people will find fault in the assertion that the dot.coms are drying up due to burn rate of cash Are you saying that people will believe and act on this assertion? I would venture to guess that most of the capital spending now is not by e-tailers with high burn rates and no profits, but by web hosters (Verio et al) and by "old economy" businesses setting themselves up for b2b web commerce. Consider the WSJ article (Wed., I think) about the Harvard biz student who tried to go into business selling construction materials on-line, but was beaten out by traditional retailers (i.e. Home Depot) who are setting up their own trading networks. Consider also Enron, and many others... well capitalized, well established companies building on-line infrastructures, somewhat out of the public eye. Sorry I don't have more specific facts/references.

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