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To: Dan Woodbury who wrote (2632)3/21/1998 10:29:00 AM
From: Michel Bera  Read Replies (1) | Respond to of 13953
 
Dan and Don,

As for the Internet stock basket picks, I agree with your list : AOL, AMZN, ONSL, YHOO and EGRP.

May be an interesting point of view might be also the internationalization capabilities of their underlying activities : AOL has gone global, and so has YHOO, may be even in a better way. AMZN is selling 30%+ of his books overseas, (and so are in reverse new european Amazons such as the french FNAC (www.fnac.fr)).

EGRP may one day go after other non-american markets, in a move that would piggy-back over what seems to me be Nasdaq intentions (WSJ had a fascinating paper on world markets globalisation somedays ago). ONSL is pure american only at the moment, to my knowledge.

May be EGRP is just crossing a desert. (I'm posting from Phoenix <g>).

I agree with you on AOL. I renewed my yearly subscription.

Just my two cents,

MiB



To: Dan Woodbury who wrote (2632)3/21/1998 1:12:00 PM
From: Don Westermeyer  Respond to of 13953
 
Dan,

I completely agree. I think that AOL is overvalued based upon just about any real valuation one can come up with, but YHOO, AMZN, ONSL, (and others) are just in la-la land. A lot of investors in these stocks are playing with a ticking time bomb (YHOO and AMZN are probably the worst).

When the next recession hits (if one ever does), investors in EGRP will be hurt much, much less than the other i-net stocks.


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