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Strategies & Market Trends : 50% Gains Investing
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To: mr.mark who wrote (643)4/5/1998 10:09:00 AM
From: Dale BakerRead Replies (1) of 118717
 
When will the tidal wave finally crash? Once all the poor guys on Roger's thread throw in the towel and cover?

The Internet is too many years away from producing the huge revenues needed to sustain the market caps for many Internet stocks. Many will also see their mega-million dollar brand names get pushed aside once competition heats up.

Let me qualify that - the Internet will produce more and more revenue, but I am not at all convinced that the current ISDEX leaders will reap the benefits. Internet retailers are particularly suspect in my book. Established competitors can come on-line and blow them away using their already well-known brand names. Imagine the signs in Barnes and Noble book stores: Too Busy to Drop By? Shop our New Web Site Next Time! Ditto for CD's, travel agents, etc. One stimulus to increased Web traffic has been established companies including their URL in TV and magazine ads.

Since I don't know just when reality will catch up, I'm not playing Internet stocks long or short. Could have made a mint this quarter going long, I know. Live and learn. But lots of small investors will eventually get burned buying at the top.

If the ISDEX stocks go up another 47% in the second quarter, please feel free to come back and rub it in.
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