Chuzzlewit,
To me as well, the mall seems more sure than the individual stores. My "internet play" such as it is consists of CSCO, LU, QWST and AOL. The one I have the most trouble analyzing is AOL. But it is likely that if you have the resources and the stomach for it, a bushel basket of likely e-commerce winners would produce some outrageous winners along with a bunch of losers and perhaps gain you more overall. I don't have the stomach for it, nor the time to research so many companies.
I wonder whether people will actually cruise the 'net to find the best deals. Purely speculation of course, but I might guess that people would spend their time with the portal of their choice and whatever selection they find there. Things might not fall apart for the retailers to that extent because of the basic laziness principle.
You wrote: Please keep your thoughts coming. I find this a highly stimulating discussion, and value your comments -- all of which I find intelligent and well thought-out. I think this discussion goes to the heart of internet investing!
Thank you, but you realize how much pressure this puts on me! I value your comments greatly, as I've mentioned. But you are right, internet investing is something many of us, including me, don't really understand and this type of discussion helps us all.
-musea |
