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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 (52)	5/11/2000 10:22:00 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Bill possibly this bounce is premature because of weaker retail sales out today, but it's good to see.

To: Bill Harmond who wrote (52)	5/11/2000 10:25:00 AM
From: Wizard	Read Replies (1) \| Respond to of 57684

I think there are two crucial things to watch for to understand if company XYZ understands the REAL economy ('new' and 'old' economy implies only new companies will succeed but many old economy companies 'get it' now). Above all. the company must truly understand that a networked economy is different than an un-networked economy. Once this is established, there are two applicable concepts to understand about a networked economy, in my opinion: 1) Efficiency/productivity can be greatly improved via investments in technology. 2) A networked economy allows you to better understand and know your customers. Most CEO's can tell you what the market cap of Ebay or Amazon is but they can't tell you who of their own customers are profitable and what those customers truly mean to their firm. My 2 cents.