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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (49573)	8/21/2000 11:49:52 AM
From: MulhollandDrive	Respond to of 63513

Thanks. I watched the interview on CNBC with the CEO of NTAP last week and he made the observation when questioned about EMC foray into NAS devices that he believed EMC would end up cannibalizing their SAN sales. Which made sense to me. If you're an EMC salesperson, it's kinda tough to pitch the SAN and NAS storage solution at the same time. Anyway, I bought stock in both companies. You can never have enough storage<gg>

To: Lizzie Tudor who wrote (49573)	8/21/2000 12:03:57 PM
From: John Pitera	Respond to of 63513

How's this for an interesting way to look at B2C net companies --------- State of the Web: Idea or Valuation? By James J. Cramer 8/20/00 9:17 PM ET Which came first, the idea or the valuation? These days when I examine a dot-com investment I'm always trying to figure out whether the business was something that was started before the valuations got out of control or after. Why does it matter? Because tons of businesses got started after the boom. And for the most part, they got started to cash in. They got started because people thought that the initial public offering somehow would allow them to cash out. They were simply attempts to get in on the jackpot. How do you spot them? I have a litmus. It is tattooed on my forehead from the days when Marty Peretz and I started TheStreet.com and venture capitalists one after another tossed us out because they said that the Web would never be commercial. (Flatiron Partners didn't feel this way. And that was a year and a half before the market liked the Web!) Very few dot-coms that were created post-November 1998, when the market went nuts for dot-coms, have had much traction. Yet many of them came public. They were just naked cash-ins on the era. And they tend to be the least capable and the most likely not to make it through this bear market. So, when you examine the dot-com wreck pile, check out the birth date of the enterprise. If it was started in 1998, the year the boom took off, be careful. It may have been nothing more than a failed exit strategy from someone seeking a valuation.