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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 671.910.0%Nov 14 4:00 PM EST
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To: Jerry Olson who wrote (12681)5/3/1999 10:19:00 AM
From: Arik T.G.  Read Replies (1) of 99985
 
Thanks OJ,

I now have a better understanding of your point of view , and keep disagreeing with it.
Not that the Internet is not a big change, but in the end, everything comes down to profits. CSCO is the next INTC, making the engines. MSFT and SUNW are the next MSFT, making the framework.
AMZN is what? The next BKS or the next S? Surely not the next WMT.
AOL and ATHM the next T ? Maybe so, but how much appreciation do they need to reach T's market cap?

ATG
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