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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: TWICK who wrote (32120)	6/29/2000 8:20:00 AM
From: PMG	Respond to of 50167

I am wondering about this, too. I know a lot of people who have postponed spending because the stock market was running just too good. After the pullback, the became mostly 'long-term investors' g - and are as a matter of fact still invested to a high degree. A lot of startup companies in the tech sector are now forced to prove their business models in a shorter time and with a reduced possibility to get more equity financing. Burn rate strategies seem to be out. Because pressure to show results has increased, price competition has also become harder which must have an effect on profits. As most internet companies have similar cost structures even an expanding market does not fundamentally change the situation. The competition effects also future business, UMTS is a very good example. When we trade future prospects on the stock markets and if what I describe are rather 'new' thoughts then we should have a negative market tendency until there is a new vision [what is the new vision?]. In 1994 the vision of a globally connected world started to fuel the markets. I think we are ready for a new cycle with new ideas. If you look on the performance of the last 5-7 years we are still on an extremely high level. Rgds PMG