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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (3412)	8/7/2000 10:38:45 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

Someone was asking about an ISP COVD. Here is my response. <<I don't like the ISP model, I haven't seen one yet that has staying power. Sure is putting in a nice base though. I look at the ISP sector, much I do a new restaurant chain. First they come out, the concept looks great (this is the best time to buy any stock when the promise looks great but not realized), people buy the stock, they start to build out the stores, more people see the restaurant eat in them like it then buy the stock, after awhile they reach saturation point (the promise is realized), then they find out that they can't do more with the model, start to cut corners, no free peanuts anymore, and the stock flatlines once the reality of it all sets in. >> Greg Watching a Restaurant stock move for the first time years gone by, taught much about the market and concept stocks in general so I always refer back to them in my mind.