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Strategies & Market Trends : e-Commerce the Next 100 Months......
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To: cm who wrote (680)4/22/1998 7:31:00 PM
From: TLindt  Read Replies (1) of 2882
 
>>> And, by all means, if you don't think the downdraft will be indiscriminate or will even be at all, please I'd love to hear your reasoning. I'm all ears. Personally, I wish I didn't feel a chill coming on.

I guess I started this thread long before e-commerce became the "Buzz Word".

So here it is as I see it since you asked.....#1 Discovery stage(shit there are companies out there poised to make a buck on e-commerce), #2 Segment rotation from effected hardware stocks(asia related) to pure internet stocks, #3) Too much money not enough float.....Spikes abound #4) Rotation out of the segment #5) Positions taken on 'ultra profitable' e-commerce stocks.

I Think we are in #4 right now.... Where we need to key is #5 ahead of the money....JMHO.
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