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Technology Stocks : eToys Inc. (ETYS) -- Ignore unavailable to you. Want to Upgrade?


To: spal who wrote (1107)4/28/2000 11:13:00 PM
From: Jeff Lubin  Read Replies (1) | Respond to of 1330
 
I am long on ETYS, its here to stay, of course its profile may change and evolve with technology. The simple fact is a toy is a toy. You don't have to wear it so size doesn't matter, it is not perishable although some items do have a demand shelve life. And nothing is more miserable to shop in than a crowded toy store. So ordering by mail makes perfect sense. Why dig through AMZN for a toy when its all right there in front of you?

Oddly enough, its not the company I worry about here. Rather it is the ugly head of inflation coupled with rising rates. It has been the demise of many a bull market. If the blood starts to flow, and believe me it has not yet like it could, Etys and the rest of usual suspects will be taken to the woodshed for an extended period of time. Long, however, its a surer bet on average to make significant stock gains over the 400 PE boys leveraged for profits over the next five to ten years.