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To: paul_philp who wrote (45660)	8/20/2001 7:23:29 PM
From: stockman_scott	Respond to of 54805

Re: <<10 Lessons Learned from the Internet boom and bust.>> A great post Paul... Thanks for sharing. Best Regards, Scott BTW, I totally agree with your Rule # 9 that states that 'Disruptive technology is still the largest wealth creating force.' We have seen this demonstrated so many times in the last 10 years...=)

To: paul_philp who wrote (45660)	8/20/2001 8:05:17 PM
From: OLDTRADER	Respond to of 54805

Good article-thank you for the re-lessons-my father always told me "Never Bet Against America".With the traffic out here which I have just driven through I can guarantee a bunch of people still have a bunch of buckos!America is just taking a pit stop!

To: paul_philp who wrote (45660)	8/20/2001 9:43:54 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Thanks for the positive thoughts, Paul. uf

To: paul_philp who wrote (45660)	8/21/2001 2:48:07 AM
From: elpolvo	Respond to of 54805

paul- best post i've read in almost a year... it is right on. thanks for sharing your clear vision. and thanks to uncle frank for linking to it on the SI highlight's thread. otherwise i'd probably have missed it. -polvo

To: paul_philp who wrote (45660)	8/21/2001 10:34:40 AM
From: areokat	Read Replies (1) \| Respond to of 54805

Thanks for your post Paul. As usual it was very informative. A couple of comments: Your Number 1. I think another factor in the beginning of the '82 bull market both in the market and the economy was that we had run the course in a decade long raging inflationary period that had the same "creative destruction of capital" results that came out of the Depression. A stealth depression if you will. This had freed up resources to be used by the emerging industries. Your Number 9. Like you I think that we are facing another bubble in tech stocks on down the line, probably starting in a couple of years. This, in my opinion will be the results primarily, of AG latest round of easy money. The increase in the money supply is starting to be seen but its effect is pretty weak right now. There is a lot of slack in the economy so it wont be stimulated soon but after some passage of time it will really kick in. Hopefully we will all be going back and re-reading the posts of Mike and and his merry band of valuation hunters and start taking some money off the table. Kat