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Technology Stocks : Avalon Group, Inc.

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To: Eric Fader who wrote (1232)	5/25/1999 9:36:00 AM
From: Jim Burnham	Read Replies (1) of 1530

Good work and good research, Eric. I agree with you. Most of the Internet companies using advertising as the main revenue are in for a huge reality check. What really surprises me is that these companies aren't acquiring legitimate revenue streams. If it were my choice I would buy a number of strong, long-term, revenue sources with the billions and then when the reality check comes, spin off the Internet portion into a smaller, leaner subsidiary. I think StayHealthy.com will be successful. How successful will depend on how well they are able to ride the health Internet and Internet waves.

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