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To: BGR who wrote (48240)	6/20/1999 10:05:00 AM
From: per strandberg	Read Replies (2) \| Respond to of 86076

BGR, Thanks for the article! Some comments: Total Internet revenue 98 $300Bil. Using your (conservative?) growth figures gives 2008 rev $15 Tril. Assuming the same Price/Sales ratio as now would give the Inets a capitalization of $22 Tril (Total market value today around $15 Tril) Unless this expansion is causing a corresponding contraction of other businesses, the GDP will explode. The Inet business will show its forte in information handling, as the Boeing example shows. But that is non-recurring improvement. You can't switch from microfiche to internet more than once. Books,CDs,computers...Buying over the Net will increase and the competition will be razor sharp. Good for the customers, tough for the retailers. Assuming that 20% - 40% of "middle-men" costs can be shaved off, the total market should increase correspondingly , but I find it hard to believe that people would even double the amount spent on these products. As for transportation, e.g. airlines, there is a potential for invreased revenue, as the empty seats constitute around 40% of full capacity. An efficient way of filling every seat , albeit as at very low prices, could possibly increase revenue 20%. However, the trend, at least in Sweden, is that the number of passengers in high cost "Business Class" is decreasing and the number of low fare passengers is increasing, thus lowering the total revenue despite better "fill factor". Efficient Inet "Super-Fare-Finders" and last-minute bookings may aggravate the shift towards discounted tickets. Again, the customers stand to gain another 5% - 10% by eliminating the ticketing agencies, but this is also a one-time opportunity. In the US, about a third of the population is on-line. The potential here is a possible doubling. As for storing files on the net, I have had 10 MB free at Atrieve for quite some time. Smaller files, up to 1 MB, can just be attached and mailed to myself at some free email service like hotmail. I agree, the Net is fantastic! Free Browsers, free Homepages, Free Email, Free News... Supposed to pay for all these goodies are those annoying ads and banners. Luckily there are even free ad-filters that removes the ads and speeds up the downloading. I'm grateful for the services and even more grateful that I don't have to pay anything. But if the providers are not making any money (at least not from me) I find it hard to believe that they will increase their revenues 50 times in the next 10 years. To conclude: Internet will have a big impact but I don't want to be a bull on it being a cash-cow! Regards Per S

To: BGR who wrote (48240)	6/20/1999 10:52:00 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 86076

BGR, the same can be said about electricity, the Car, TV, Radio and telephone. None of those companies are trading at such relative high prices as DOT.COM companies.(not even the biotech's 6-7 years ago) Did inflation vanished because of electricity - NO the same would apply to the other major inventions. All those inventions made our life better more productive and longer but failed to give us more leisure time competition demands from us to produce more productive units over the same time period curtailed the free time and is putting more stress. the benfits are questionable at best. The internet is a by product of a maturing industry the computer industry and strains in profitability and stock prices can be seen in HD manufacturers with the semis following close by. Remeber RCA were is it now?? Those are m 2 cents. BWDIK Haim