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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST
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To: William Nelson who wrote (21150)7/6/1998 8:45:00 PM
From: Proud_Infidel  Read Replies (3) of 70976
 
CNBC and the media in general tend to be focusing on the net stocks now. Yes, they are at insane valuations, but all major net stocks combined don't equal the market cap of MSFT alone. Yes, we would/will feel the tremors after the net plays fall. But I think their potential impact is smaller than it seems.

BK
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