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To: Robert Rose who wrote (64847)6/27/1999 6:07:00 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164685
 
I am bored to tears with that tulip analogy. If the inets and tulips have anything in
common at all, it is superficial at best.


Rob,

There are a lot of article written about the nets this weekend. Many bearish and many bullish. I suppose the reason for the great attention was their drop during last week. The market in overall dropped and the nets have a higher beta. Therefore, the nets dropped more.

A simple conclusion can be made from these articles that tell us nothing. The publications that were more or less and are still more or less hard copy such has WSJ/Barrons are bearish on the nets. The publications that are strictly virtual such as TSC, are mostly bullish.

One may read forever and conclude nothing at this point.

Glenn