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

To: Robert Rose who wrote (703)	6/2/2000 3:15:00 PM
From: Tom Kearney	Read Replies (2) \| Respond to of 57684

Maria just reported on CNBC that Mary Meeker says the worst is over for tech. Included in her buy list AMZN, YHOO, EXDS, AGIL,... the usual suspects. NAS broke 3800 immediately after this report.

To: Robert Rose who wrote (703)	6/2/2000 10:24:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

"What is probably more important to recognize is that this volatility in relation to some new economy stocks is likely to continue into the foreseeable future. I think this has something to do with some epic "bear/bull" struggles, but the central cause lies more in the fact that no one has figured out how to build reliable price models for these companies yet. B2B and other hot button industries have not yet created the efficiencies upon which their spectacular importance to the economy will be built. I have no doubt that the Internet will play an important role in altering how companies transact, but I also have no idea how the companies that are building the "trading floors" in e-commerce are going to derive profitability from their services, either. "These types of companies are among the most obvious cases of an observable condition: that there really is no price too high for a bull nor too low for a bear. And so, until the economics of these models become more apparent, the companies occupying the outer edge of commerce are going to remain volatile. Your challenge, should you wish to [Motley] Foolishly invest in such companies, will be to continue to focus upon the business model, lest the market drive you crazy." biz.yahoo.com