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Technology Stocks : Internet Guru Discussion

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To: The Swordsman who wrote (417)3/3/1999 6:53:00 AM
From: steve harmon - analyst  Read Replies (7) of 4337
 
re: e-commerce (and why i dropped etailers)
think a lot of ecommerce, which i'm not sure which aspect you refer to-- etail? are in a position to pay for new customers perpetually from the larger traffic sites

meanwhile the larger traffic sites are moving into etail (or should) bypassing the etailer

this was one reason i dropped ALL the etailers mentioned in my january "hotwatch" from the list in february. so the losses shown above in the table are not real for those who followed that downgrade

the analysis changes month to month, daily in some cases -- a deal, alliance, merger, and many more factors cause this outlook assessment
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