To: Bill Harmond who wrote (16681 ) 4/19/2003 3:38:12 PM From: Lizzie Tudor Read Replies (4) | Respond to A street.com rebuttal on the never ending Barrons bearish internet articles. I copied the best part of the article (commenting on the overuse of the word "bubble" below). You probably won't like this article because at the end they argue against the Barrons selection of values in the internet sector... (fmkt, etrade and earthlink). E-trade and FMKT probably are true values in the sector imo, but since this guy is arguing against the entire thrust of the Barrons piece, he calls these "slow growers" (in comparison to ebay). Probably true somewhat but I think we all know that e-trade and the internet software companies are victims of capex and stock market issues unlike the consumer sector.Spare the Burial Rites for Internet Innovators Bubble? To call these stocks a "bubble" after the Nasdaq 100 has gone from 5000 to 1000 seems a little late to the game. In the past few months we've seen articles about gold bubbles, real estate bubbles, etc. Suddenly, a phenomenon that used to happen once every couple of decades (or centuries, depending on how you define "bubble") is now happening in every financial sector every couple of years.
