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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (18695)	4/9/1998 1:53:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

Wow... A man who sees the world as I see it... let's hope we're not both wrong... FYI the biggest mistake i have so far made in my investing life was buying TWX at 30 and selling at 60... i never should have sold... content is king and TWX is king of content. by the way the fragility of the internet providers is made obvious by the huge % of revenues that goes to advertising... ie creating a brand out of nothing... it never works forever because gradually the services are provided free... FYI I am not saying that I haven't made mistakes that have cost me more... I have... lots... its just that those times I was wrong... to be right and not have the courage of your own conviction is the deepest cut of all

To: Jacob Snyder who wrote (18695)	4/9/1998 5:01:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 70976

Sounds like you have been reading The Gorrila Game, if not, it is a good read. It talks in detail about how high PE ratios are granted those companies with not only a promising future but possibly a dominant/gorrila position. Good Book!! Maybe YHOO is an example, maybe not?! MileHigh