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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (7114)	5/11/1999 9:49:00 PM
From: Bob Rudd	Read Replies (3) of 78457

GIGB: Agree with Jeffrey Bash on this... a model may be what occurred to encyclopedia makers when sets came out on CD...even WEB admitted World Book got toasted. In addition to Microsoft in partnership with Hallmark, American Greetings is offering CD based product and several free net-based greetings are available. I've used these products and they're not just cheaper, they're more personal since you can customize to fit the individual situation. Valuation based on historical parameters works great when the environment is stable, but when the game changes, this can get you in @ mid point of a long slide. The game, IMO, has changed. The general theme here is that when looking at ANY investment, one must ask: What is the net doing to this business model? and, What will the net do to it in 5 years when virtually everybody with money to spend has access at bandwidths that will allow far more content-rich products to be delivered at lower cost than today? bob

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