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Technology Stocks : NetGravity [NETG] -- Ignore unavailable to you. Want to Upgrade?

To: Warner Buffett who wrote (124)	7/9/1998 5:57:00 PM
From: JOHN CHEN	Read Replies (2) \| Respond to of 589

SWNT and NETG are not the same!!! The perception is that most people think of internet stocks, they think the future for all of them are all great. Not so! I stay away from retail related stocks because I don't think these stocks are anything special, this includes CYSP, IBUY, SWNT, EGGS, CDNW, NTKI and even AMZN! These stocks are no special then Barnes & Nobles, Macy's, The Wherehouse, Strawberry Records or Sears. The competition is too great- entry too easy. I try to stick to companies with something special, unique, something has to do with the backbones of the internet industry. I recommand RNWK, BRCM, INKT, MUSE, VNWK, YHOO, LCOS, XCIT, USWB and ONSL is my only one retail exception. I particularly like RNWK because of its RealAudio and REALVisual. These are looking like more and more the industry standard.