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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999

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To: AJ Berger who wrote (18)2/24/1999 9:23:00 PM
From: Mark[ox5]  Read Replies (1) of 471
 
Not sure how anyone can deem BCST as overpriced with a $2Billion Market cap when piece of crap community sites like theglobe.com are $1Billion. So the company that will be providing TV/VIDEO/RADIO on the internet is only worth twice a shammy community site that isnt half as good as Geocities or Xoom.com :) Hmm

I agree with you, you have to look for NICHE players who dominate what they do... nothing e-commerce... Walmart can enter this space anyday and all these companies will simply overtime undercut each other... lots of revenues... but no profits. Need niche players who have something "no one else has" or is the leader of that niche (such as Doubleclick)

Mark
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