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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Lone Ranger who wrote (13014)3/14/2001 1:36:01 AM
From: Tim Bagwell  Read Replies (3) of 42834
 
Sayrep,

On that same page is a link to a CMGI article -- Losses widen to $2.6B. This reminded me of some comments that Bob has made on various occasions about CMGI and other Internet companies.

Does anyone want to give Bob credit for calling these losers back when everyone you talked to believed in the dot com revolution. It was easy to be a believer then but Bob stood on his principles of valuation and sound business plan. I remember some callers being irate over Bob's position on AMZN and others.

And wha-dya know, that little principle of valuation proved to be the lynch-pin for the dot gang.
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