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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (83515)9/7/2000 2:18:55 PM
From: ild  Read Replies (1) of 132070
 
Michael,
I think we are seeing some slowdown in Internet growth and overbuilding of the infrastructure. Everyone is on Internet. Every company has a Web site.
Which companies will be hit when this becomes public knowledge? I think that WS favorites like CSCO will not go down much. We have seen that DELL still has P/E of 60 despite of lack of growth. Funds will keep buying CSCO, INTC, AOL, DELL with fresh money until BK hits. But pure Web hosting companies like your favorite EXDS could be hit hard.
TIA, ild
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