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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (69582)	2/19/2001 4:43:39 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 99985

$ - You miss the point of the entire post...there is no comparable historical precident for the web...either in terms of beneficial financial impact, nor in terms of scale, nor speed... To ignore the true (but indirect) fiscal benefits of the web is to close ones eyes. The closest historical precidents I can think of were things like: agriculture, bronze, iron, steam, railroads, electricity, radio, automobiles, airplanes, computers. Even the last, the computer, has only recently begun to delivery its full benefit to society...mostly due to the web-brought ability to communicate to other computers. I say again, NERO-SPAN

To: $Mogul who wrote (69582)	2/19/2001 5:33:45 PM
From: Doug	Read Replies (2) \| Respond to of 99985

$Mogul: In the 80's Japan moved to the No1 spot in terms of Tech sales. Then, thanks to a concerted Govt/Industry sponsorship, the U.S regained the lead during the 90's. Now in the very late 90's, the tech gap between the U.S and the rest of the world is again narrowing. Manufacturing outsourcing to S.E Asia and Software service outsourcing to India are on the increase. Amongst other factors, valuations of certain TECH stocks are based on their ability to dominate the global market place and kill off competition. (MSFT was a good example). As their ability to dominate decreases so to does their valuations. Except fot INTC/AMAT , it is questionable whether any of the other TECH's deserve the current valuations. If the TECH's are to maintain their current valuations, the sector is in need of some new disruptive Technology. If that does not happen, it is likely that the Bio-Techs may provide it.