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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (55163)	4/26/2000 12:19:00 PM
From: If only I'd held	Read Replies (1) \| Respond to of 122087

I don't disagree about the cash thing. I am sure there will always be a need for cash. However, I beleive that cash will be drawn from little square boxes called ATMs rather than paying 10-15 people to sit behind teller windows and drive thru windows to hand it out. Also, I don't disagree with your assessment of EELN (being a good short). I think it is a good "trade" short because of the recent run-up...and hell, they might just go out of business. But I don't figure it is because of a flawed business model, or criminal activity....(the crims were the underwriters). I just think it is a business ahead of it's time....like so many. I have to hang on to my vision that many brick and mortar run businesses will become extinct dinosaurs in the future. I am sure many of the internet companies that are operating now will join the same fate before it all evolves, but new ones will come. For the record, I have no position in any on-line lenders, banks, etc...But I am interested in MDCM a little. Intuit paid some 300 million for Rock Financial a while back if I remember right. Rock didn't have the revenues of MDCM. I am just looking at it though right now. They appear to be in need of cash. Speaking of brick and mortar though...you might want to take a look at ORLY as an investment. They appear rather cheap to me given their growth, and prospects for further growth this year. It's not a high-flying tech or internet company but I beleive their is some nice opportunity for capital appreciation there. Perhaps a double by year end?