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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: sea_biscuit who wrote (10400)	12/11/1999 10:38:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Dipy, the difference is that while many of the B2C have done well they have dubious business models especially considering their valuation. On the other hand if you have a B2B internet company that is going to be saving other businesses a fortune and you have a business model that will get a piece of that you are creating huge value where that didn't exist previously. I have no interest in AMZN, YHOO etc. I wasn't compelled to buy them at much lower valuations let alone the huge valuations now. On the other hand when you hear giant companies saying they're going to be saving huge amounts of money that gets my interest since they will be willing to pay a decent amount to the companies that help them save it. We're talking about major machinery, electronic components, energy purchases and auctions, plastics and and tons of things that cost a fortune of money on here, not whether you'll charge $1 less for a book on the hope you'll eventually draw advertisers and customers. While the cases are completely different I put this more in the order of Bob making his timing call on the semi capex. While I am not saying that B2B can be compared to a growth cyclical I am saying this is a timing call that should not be ignored without study. A wider group of fund managers will be picking these up etc. and if you get blinded by the big run behind you, you will be shocked at may be ahead. Marc