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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 96.80-1.5%3:59 PM EST
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To: Bill F. who wrote (1750)3/13/1999 6:55:00 PM
From: B. A. Marlow  Read Replies (2) of 28311
 
Tell you what, Bill.

You don't have to create a thread, but why not do a GNET session a couple of times a week?

Your current column is really pretty solid. Hard to argue with your call on fundamentals; the other side is that there's so much money out there now, it appears the market's willing to support higher valuations and a longer horizon, notwithstanding individual casualties. Bonds inevitably headed higher, interest rates lower. And you know that PC weakness is a cyclical thing. Margins, of course, do matter.

Finally, sub-$1,000 PCs manifestly power-up the Net. Thus, there will be no "bubble."

BAM
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