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Strategies & Market Trends : Value Investing
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To: Philip H. Lee who wrote (2899)1/1/1998 11:01:00 AM
From: Dan Packer  Read Replies (1) of 78530
 
<<2. Internet stocks will be one of the hottest sectors of 1998.>>

Undoubtedly this is correct. Once again, which one's? In my limited experience, the barriers to entry continue to be quite low. I read the HotMail purchase by M$FT slightly differently. I think that it indicates that M$FT perceives that it is generating lots of cash flow from its Win monopoly, and cannot compete outside of it. If news reports are correct - $800 million for WebTV and HotMail, plus $125 for a piece of Apple. Go figure?

The internet still seems to be driven by 'avoided cost', there will be a zillion companies entering and leaving. How to pick a winner? I guess try to find one that Paul Allen has failing investment in, for M$FT to invest in.

For me, I just look to see what NT 5.x will target. M$FT is serious, and focused on this.

Cheers,

Dan
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