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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (38948)2/5/2001 11:56:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Frank,

Common wisdom is that dot-bombs ... are going to cut into the growth of the network plumbing and network storage areas this year.

That depends on the magnitude common wisdom is assigning to dot-bombs, but I've never been particularly concerned. First, it was their stock that bombed more than the companies. The companies were never doing much in the first place. Using the analogy of a bomb gives them more credit than they deserved; perhaps a lit fuse that fizzled is more appropriate.

Also, it's been widely held that the B2B segment of the Internet will be exponentially larger than the B2C segment. Yet most of the dot-bombs are (were) in the B2C area. That's yet another reason I've never been concerned that the so-called dot-bombs would hamper growth, esepcially over the long term.

--Mike Buckley
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