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Politics : Ask Michael Burke

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To: Dushyant Narayen who wrote (80061)	4/24/2000 5:14:00 PM
From: Knighty Tin	Read Replies (3) of 132070

DN, I don't think I would ever consider the internut infrastructure or B to B as buys, en masse. The reason is that most of the companies are simply garage-based stock certificate floggers, not real companies in any non-internet sense. However, there are real companies out there and I would start sorting them right now. What you have to find is somebody with a unique, hard-to-imitate product or service and so far, I've seen about 4 of them. Now I have to wait for their prices to get more sensible. The good ones haven't come down nearly as much as the crapola.

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