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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (1502)	3/12/2001 2:23:53 PM
From: Keith Monahan	Read Replies (3) \| Respond to of 24758

Take a look at the revenue growth for AKAM, then look at the rate of growth for their losses. For the FY ended 12/00, revenues totalled $89.8M, up from $4M. Net loss applicable to Common and before extra. item totalled $885.8M, up from $56.4M. I think it is important to note that the majority of that loss is due to non-cash items such as goodwill amortization. Also, at the end of the day, companies like AKAM had no choice but to invest in their infrastructure if they wanted to survive. Whether they can move out of this phase and generate profits is an unanswered question, but clearly there will be some diamonds to be found in the rubble once the Nasdaq hits 0.

To: GraceZ who wrote (1502)	3/12/2001 3:09:12 PM
From: Ilaine	Read Replies (3) \| Respond to of 24758

>>Stock prices are based more on the rational expectations for earnings growth minus inflation<< I would though the past few years would have taught you that this isn't true. That's classic Benjamin Graham analysis, but those type of investors are few and far between. >>During the bubble, investment money came from loose monetary policy coupled with irrational expectation<< People keep saying this, but since the money supply keeps growing, why doesn't the market keep going up? economagic.com