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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: profdaytrader who wrote (6395)	4/9/2000 1:52:00 PM
From: el paradisio	Read Replies (1) \| Respond to of 11568

profdaytrader,Roger. Keep posting.

To: profdaytrader who wrote (6395)	4/10/2000 12:55:00 AM
From: Jacob Snyder	Respond to of 11568

from today's WSJ: In a sign of growing concern about the Internet market, Safeguard Scientifics Inc., one of the leading Web-company "incubators," says it will stop investing in business-to-business Internet outfits. Safeguard, which has funded Internet Capital Group Inc. and a number of other business-to-business firms, says it now will focus on companies that provide software, services and communications technology for the Internet. Safeguard believes these infrastructure areas are more fertile ground for future growth because they will help facilitate the Web's overall growth. Safeguard is expected to announce today its shift away from B-to-B. Henry Wallaesa, the company's president and chief operating officer, calls infrastructure investing the "next big thing," adding that Safeguard believes the "market opportunity is much greater than B-to-B." In 4 p.m. New York Stock Exchange trading Friday, Safeguard shares leaped $9, or 18%, to $59.25. The move by Safeguard, of Wayne, Pa., comes amid investor nervousness about the crowded Internet market. In recent weeks, shares of many companies in the business-to-consumer space have taken a drubbing, as investors worry about competition and persistent losses. Until recently, B-to-B, which involves facilitating online sales between businesses, was considered the next great investment opportunity. Venture capitalists and companies such as Safeguard and CMGI Inc. have funded a slew of B-to-B start-ups in industries as diverse as auto parts, solid waste and office supplies. As recently as last summer, Safeguard executives touted the sector as a major focus. However, over the past few months concerns emerged that the market is overcrowded and overvalued, and that big industrial companies will have a leg up over start-ups. Many industry watchers are now predicting a B-to-B shakeout. So, the next hot sector is: big companies, not start-ups, investing in internet infrastructure, and providing communications technology and services, not overvalued, not B2C, not B2B, not making big losses Hmmmmm............ What would WCOM's stock be at, if YHOO and WCOM traded PEs?