Stock Watcher's Thread / Pix of the Week (POW) Message Board

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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW)

VEEV 239.88

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12:59 PM EST

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To: Stock Watcher who wrote (7772)	5/1/1999 11:04:00 AM
From: Francois Goelo	Read Replies (1) of 52051

S.W, I am glad Sandy liked it. No comments on the 2 weeks holiday to Hawai?... Perhaps you should suggest that she concentrates on Internet related stocks. Every time I review my portfolio of some 35 stocks, I come to the conclusion that investment money is being drained away from other very sound stocks and plowed into the "Internuts". Even the related software Companies don't do as well as the pure plays. I can't see this trend changing in the near future, or at least not until a major consolidation takes place and investors become blase, or another new powerful technological advance takes the relay. However I believe the world economies are going to be Internet driven for quite a while longer, since many countries (eg: China) haven't yet felt its benefits. It could even go a long way to explain the current economic dominance of the USA and the continuing low inflation. Have a good weekend. Regards, F. Goelo + + +

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