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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (6144)	7/22/1998 7:48:00 PM
From: Allan Harris	Read Replies (1) \| Respond to of 42834

>It looks like a very high beta (very risky) portfolio to me Depends on what you mean by risk. Here is an interesting take on Greenspan and the Internet sector: internetnews.com "Fed chairman Alan Greenspan warns the Senate Banking Committee that stock valuations may be difficult to sustain. Tells the Senate that inflationary pressures may arise. While that may be true, we have yet to see the head of the Federal Reserve, the U.S. central bank, say anything about the shift in economy from land-based assets to digital assets. "We believe that the scalability and ubiquity, self-proliferation of digital assets requires an entirely new way of thinking - Rather than apply horse and buggy economics to the rocket ship, information everywhere era. "While a correction may take the tops off some high flyers in the Internet space, they only fly high relative to the grunting and heaving of hoof-heavy endeavors. On really forward-looking basis (using the past for reference) look where the Dow was in the year 1900 vs. now. We'll see where ISDEX, Internet Stock Index, is in 5 years, 10 years, 20 years." Allan