Good morning to you too, Regimond! I see you have been successfully conjured up from your hibernation.
My response to Sal was in the context of internet stocks.
All the pure internet plays are speculative-AOL YHOO NSCP.
Sal made the point of ascribing internet tier 1 to those internet plays which, after the ' speculative bubble' burst would suffer the least, in stock price correction.In the context of Sal's placing Yahoo in the 1st tier at well over $100 and Netscape in the $ 20 range,in tier 3, which stock has the most to lose for investors, at this juncture? If its yahoo, doesn't Sal have it backwords?
In all seriousness, reggie, your valuation techniques , from what I've seen here, would advise an investor to avoid any of the internet hi fliers, yahoo included, which in my opinion , is sound advise to anyone who can not tolerate losses.I don't think any of these stocks could stand up to your standards.
BTW- You seem to be unaware of the dangers open source:http://www.news.com/News/Item/0,4,21145,00.html?st.ne.ni.rel, linux, freeware momentum, DOJ escalation , bad PR see the cover of 4-20 Business Week(no longer free on the www-( have on the love of your life.
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