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To: cfimx who wrote (24689)12/13/1999 3:58:00 PM
From: JC Jaros  Read Replies (1) | Respond to of 64865
 
twister- wall street already knows that browsers tend to spend most of their existence going to just a few sites again and again (like we do here with SI). What you're missing is that it's not about 'sites'. How often are you going to visit the Dairy Queen cash register server site? Stop thinking 'content creation' and start thinking 'Dairy Queen cash register' transaction creation. -JCJ



To: cfimx who wrote (24689)12/13/1999 5:41:00 PM
From: Charles Tutt  Respond to of 64865
 
I'm not going to make my investment decisions today premised on a bust that may never come (or be years from now). Besides, the bust you anticipate will inevitably be followed by another boom, but I assume you're not yet investing for _that_ boom. I don't believe in timing the market, but you need to be at least somewhat cognizant of the fact that supposed future events may be far enough off that they should be discounted from consideration.

JMHO.


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