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Strategies & Market Trends : Pancho Villa's Short Analysis File

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To: Pancho Villa who wrote (235)1/21/1999 11:48:00 AM
From: Bob Trocchi  Read Replies (1) of 287
 
Pancho...

I agree with you entirely about who will be the money makers on the Internet.

I have gained considerable value this past year from my long investments in CPQ, CSCO, MSFT (although I do not consider MSFT an Internet company yet),HWP, INTC, EMC and INTC. Now adding T (AT&T.) I know I would have made more investing in AMZN and the rest of them but I would have not slept well and I would have to have been glued to the "screen." Not my idea of retirement.

In the longer term when bandwidth is readily available, I believe todays portals will become the new desktop. A really good article from today's News.com is worth reading for anyone considering long term investing in the Internet.

news.com

Have a great sabbatical.

Regards

Bob T.
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