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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (60329)	10/11/2000 7:44:55 PM
From: D. Chapman	Read Replies (1) \| Respond to of 122087

So what you're saying is that it will become like Long Distance Service or Cable Television. A full saturated low growth and margin business.

To: Anthony@Pacific who wrote (60329)	10/11/2000 7:48:57 PM
From: Paul Kern	Read Replies (2) \| Respond to of 122087

Agreed that there doesn't seem to be a profit model yet. B2B, B2C, infrastructure, ADSL, ISPs etc. are all collapsing before our very eyes. When we run out shorts here because they have all been trashed, we will need a place to put our money. So, Tony, what part of the I-net will be profitable? Paul

To: Anthony@Pacific who wrote (60329)	10/11/2000 8:03:48 PM
From: Cheeky Kid	Read Replies (2) \| Respond to of 122087

So just because tens of thousands of businesses go bankrupt every year, that have nothing to do with the Internet, does that make the economy dead? Does that make the entrepreneurial spirit dead? Businesses fail everyday, all over the world and in all walks of life and business. FACT OF BUSINESS. So you people, some narrow minded, who harp the Internet craze is over because a bunch of Internet businesses went belly up, better wake up and smell the coffee.

To: Anthony@Pacific who wrote (60329)	10/11/2000 8:11:57 PM
From: scoobypax	Read Replies (1) \| Respond to of 122087

Anthony.. we have seen GSCO bring crap like WBVN public,, and raise over 300 million dollars from the public and the company just failed because the buz plan wasnt proven before they went to the mkt..it was just an idea that wasnt practical,,, They just bought or merged with Homegrocer and their British counterpart is making money hand over fist.. It may not be "practical" in the immediate future, but don't you think a lot of people will "buy stuff", like groceries, online on a regular basis in a few short 3-5-10 years?

To: Anthony@Pacific who wrote (60329)	10/11/2000 8:30:11 PM
From: TWICK	Read Replies (1) \| Respond to of 122087

The Internet is already boring, except for SI of course. I rarely buy online anymore, unless it's something I know none of my local stores carry that particular item, or I have enough time to find a possible bargain on Amazon. It was fun two years ago, just so I can say that I bought online, but I'd rather drive myself and family to the stores. Even though I have cable modem, I hate the whole experience of online shopping. It's a silent, anti-social, BORING, and slow experience. Even with a cable modem !!! I hate having to click, and click, and click just to finally see and purchase the product. Twick

To: Anthony@Pacific who wrote (60329)	10/11/2000 10:41:44 PM
From: Charles Macdonald	Read Replies (1) \| Respond to of 122087

Tony - Well said - Best "Cut to the chase" analysis of the net I have seen posted. Without question I recognize the effeciency and effective value the net brings to business; as well as, individual communications. However, people fail to see the advancements in technology as just that - Everyday advancements. They will continue - always have. Take the money thrown on "B2B". In the simplest terms, B2B is nothing more than the growth and advancement of communications and infrastructure. (Client-Server, ERP, MRP, B2B, B2C, CRM, Etc... Buzzwords to get more consulting dollars). It still comes down to business. Who can utilize the technology available and maximize profits. Effeciency gains are nothing more than staying competitive. People always think technology advancements are far greater than they actually are. Atari is to Nintendo is to Sega is to Playstation; as is, ERP to B2B to B2C to Trading Exchange. Just because my refrigerator call call the repair man and schedule service using the net, does not mean we have reached technological bliss. Simply a communications tool. To sum it up, the party is almost over. Anytime a company like KREM can post a PE of 100+ shows that the tech party had some good drugs and the munchies kicked in. The hangover is coming. Keep up the good work and welcome back.