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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: gbh who wrote (36052)4/23/1999 9:18:00 PM
From: Bonnie Bear  Read Replies (1) of 86076
 
well, if you believe the future is internet, IMHO it's not in the stocks that have profited the most so far. I understand IBM as an internet company vastly better than I understand anything on the nasdaq. IBM and LU have tons of patents in optical computing, if things fall in place quickly enough the two could put microsoft, dell and cisco out of business. msft, dell and csco are commodity producers, I don't think they have been forward-looking enough to see tectonic shifts in technology they are ill-equipped to handle. This is the frustrating thing...the internet is real, but the companies who stand to profit the most are not the ones bid to lofty levels on short-covering rallies. many of the freight companies, for instance, are selling close to book value, like CFWI.
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