Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.847

-1.2%

Nov 14 9:30 AM EST

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To: Bill Wexler who wrote (7473)	8/31/2000 8:34:36 PM
From: Cautious_Optimist	Read Replies (1) of 10293

I personally would be very careful of any B:C internet stocks with high absolute valuations (even if they are way down from their own highs.) My thinking is that the net is not the money tree for consumer suppliers as once thought and people are waking up to this. B:C represents the uneconomic tidal wave of cheap capital creating over supply of inventory, brand dilution and commoditization where market share and sales basically cost too much. I know its a radical notion to the new economy, but business needs to have prices above costs to be sustained over time or in many instances even any price at all would be advised. Look for a B2B model and wait for the B:C world to come to earthly sales and earnings ratios plus Q/Q/Q/Q growth. JMHO, don't throw King Cash yet at the long side of high-flying B:C.

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