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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Gary Walker who wrote (14817)10/26/1998 7:22:00 PM
From: Roger A. Babb  Read Replies (2) of 18691
 
Gary, I agree with the article you posted, a big dump for the Internets is coming sooner or later. But my logic and that in your article bases our prediction on the fact that there is just not enough available revenue to support the market caps. Others will argue that revenue is not relevant, only page views matter. My return argument is that page views are only as valuable as the revenue they create.
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