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To: James Clarke who wrote (2212)	2/25/2000 2:16:00 AM
From: Bob Rudd	Respond to of 4691

<Tips for Investing In Internet Stocks> Is not the title of an article that would generally interest members of this thread, but this one is quite rational and well done by Alfred Rappaport [Shareholder Value guy] in Thursday WSJ, the Shareholder Scorecard special report section. He uses Amazon as an example.

To: James Clarke who wrote (2212)	2/25/2000 7:26:00 AM
From: Mark Marcellus	Respond to of 4691

And this circles right back to the never resolved debate as to whether a tech stock can ever be as rock-solid as Coke or Wrigley. This will happen someday, if it hasn't happened already. A pre-condition is that the industry be mature enough to make reliable projections for future trends for its products. After all, there was a time when it was possible that chewing gum and bubbly sugar water were just fads, or that other versions of the product might prove to be dominant. I think you could make a case for Oracle right now, but it's debatable. Databases are here for the long haul, Oracle is by far the dominant provider, and I think that in the future we will see refinements to the existing model, not disruptive revolutionary changes. It's still early in the game though. And unlike Coke and Wrigley, Oracle is not a consumer franchise (although I wonder if we are moving toward a world where it could be).