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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (25)	5/10/2000 8:56:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Bill i like what that analyst said about Vrsn and Nsol merger top tier in profitability and up there with aol and yhoo.

To: Bill Harmond who wrote (25)	5/10/2000 9:54:00 PM
From: Original Mad Dog	Respond to of 57684

Thanks for your in-depth response. A couple of observations: but I have a broad list, so I'm not really too worried about blowing up Well, I agree you are well-positioned against specific companies getting hit with problems. But a sector-specific selloff is still a big risk with that approach. Now that the Naz is down 35 percent or more from its highs, I suppose it is less of a risk. But even now the valuations for most of the Naz 100 are at levels which historically would be considered extremely high. That may well be justified, but it is a risk nevertheless, and I think it would be reduced if you added some Old Economy Stocks to the mix. JMHO, of course. eBay is a great situation, IMO. 87% gross margins Were the gross margins still 87 percent last quarter? Also, I am not sure that gross margins are the best measure of their business model. One of the buzzwords that people loved to throw around about the EBAYs and YHOOs of the world last year and the year before was scalability. I haven't heard that so much lately, as people realize that building a Web site to serve tens of millions of people is a daunting and expensive task. What we've witnessed with the B2C Internet space is a small preshow to what's coming with broadband, IMO. The AOL/Yahoo/Amazon/eBay excitement under narrowband is nothing compared to what we will have as these services move into the broadband years ahead. eBay will be 3D and video, and will provide such a compelling virtual experience that more classified advertising dollars will be sucked off the back pages of every newspaper. I agree. BTW, what is (was) a newspaper? Oh, wait, I remember, those are those paper things people used to read before news organizations started posting their content on the Web. Memory is fading with my old age, I guess. MAD DOG