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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (7473)	8/31/2000 6:04:15 PM
From: J.Y. Wang	Respond to of 10293

I'm thinking the same thing. I bought NBCI just a couple of days ago at 8 29/32. After the warning from VIAN, which I think has very broad implications, I may dump some lesser .coms.

To: Bill Wexler who wrote (7473)	8/31/2000 6:20:56 PM
From: RockyBalboa	Respond to of 10293

I watched yahoo closely the last time when it approached their earnings release day. It sold off and eventually hit $100,... only to beat the estimates and resurrect to 140 which took many by surprise, including those ones who shorted the gap in the 120s... The "direction" of NBCI is a bot wrong for shorting, maybe. Could provide a better entry point. For your amusement: fuckedcompany.com

To: Bill Wexler who wrote (7473)	8/31/2000 6:21:24 PM
From: RockyBalboa	Respond to of 10293

I watched yahoo closely the last time when it approached their earnings release day. It sold off and eventually hit $100,... only to beat the estimates and resurrect to 140 which took many by surprise, including those ones who shorted the gap in the 120s... The direction of NBCI is a bit wrong for shorting, maybe. Could provide a better entry point. For your amusement: fuckedcompany.com for further amusement: I entered some double-quotes (' ' ' ') and the spambot responds: "* How many times are you going to post the same message??? "

To: Bill Wexler who wrote (7473)	8/31/2000 8:34:36 PM
From: Cautious_Optimist	Read Replies (1) \| Respond to of 10293

I personally would be very careful of any B:C internet stocks with high absolute valuations (even if they are way down from their own highs.) My thinking is that the net is not the money tree for consumer suppliers as once thought and people are waking up to this. B:C represents the uneconomic tidal wave of cheap capital creating over supply of inventory, brand dilution and commoditization where market share and sales basically cost too much. I know its a radical notion to the new economy, but business needs to have prices above costs to be sustained over time or in many instances even any price at all would be advised. Look for a B2B model and wait for the B:C world to come to earthly sales and earnings ratios plus Q/Q/Q/Q growth. JMHO, don't throw King Cash yet at the long side of high-flying B:C.