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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (21251)11/11/1998 8:35:00 PM
From: Elllk  Read Replies (1) of 50167
 
IQ

You have said:

<<On internets I am very akeptical with exception of AOL and AMZN which I have added at the lows, I do use them verty carefully, I was asked and I clearly indicated I don't like them>>

and you have also said:

<< they [the bear gurus] have never ever understood the phenomenon what is known as compounding for them to rate a company potential is to rate a company on basis of P/E for one or two years totally disregarding the perpetuity potential of a company it is like capitialising returns of a person's income for only first few years of his life disregarding the potetial of growth...it is this compounding affect better expained by Warren Buffet which I think derives the market.. >>

Currently the internets are showing a remarkable resilience. What about the possibility that they are a unique or special category of what you refer to in the latter statement? Does the resurgence hint at some kind of growing intuition that the current status of internet may be at something like the pre-cursor "primitive streak" or "neural tube" stages of a fetal development in what will become the brain and nervous system of the globe? If so, the current occupiers of crucial points on the "primitive streak" or "neural tube" of this coming global organism are in the best position to potentially command crucial spheres of possibly vast growth and to benefit from the commensurate expansion as this global nervous system moves to maturity.

In human gestation the "primitive streak" appears at about 16 days and the "neural tube" at about 24 days in the approximately 270 days of gestation and the expansion of the pre-cursor elements is enormous. Of course, the validity of this analogy or the correspondence of the current status of internet to a particular point in fetal gestation should be examined with a critical eye, but given the dramatic development of computer technology (including the amazing continuing accuracy of Moore's Law) and the perhaps even more dramatic deveolpment and penetration of internet (as well as the vast remaining space still available for further expansion and penetration), the analogy has some compelling aspects.

Given my respect for your thoughts, I wonder if the resurgence and surprising, at least so far, resilience of the internets has given you some pause for considering them as possibly falling within your latter statement above.

Larry
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