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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Jenna who wrote (38842)5/8/1999 5:51:00 AM
From: Sosmartinov  Read Replies (1) of 120523
 
RE: Dot.com psychology.....Jenna, my high regard for your analytic skills and your sense of responsibility to your "public" here on the thread can't keep me from disagreeing with what appears to be your take on the near term future of the nets. Just briefly, the ones you cite except for CMGI and AOL deserve by any measure to be in the tank. The money rushing into the "old standards" is "old" money and is just as spendable as new money but doesn't and never did grow as fast. Even when INKT, CMGI (a bank stock if there ever was one), AOL, and GNET have to be evaluated by traditional stds they will be cash cows. This is the long version of my view that the (obvious) quality nets are "basing" and it's keeping track of these parallel short and long term tracks that is meshuggenah inducing.
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