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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (19564)	8/27/1998 10:03:00 AM
From: Tom M	Respond to of 50167

Jerry, regarding "buy the internet stocks", that's one of the reasons I like BA going forward (eventually), they own 10% of Teledesic with Gates behind it too. If BA ever gets street savvy, I think there's many stories to be told outside of commercial aircraft. BA will be part internet company building, launching (ouch), and managing the teledesic network. That said, BA certainly looks like it could go a lot lower today than it did yesterday. I agree internets will be a big global growth area, but I also think they're a major cause of the bubble and would like to see stocks trade more in line with their fundamentals again. MSFT and INTC "used to" trade in line pretty much with their earnings until the bubble really started inflating. Now MSFT will be over 3 YEARS late with their "dangling carrot" NT5.0 & an antitrust suit that is well founded, IMO as someone who has dealt with their & competitors products constantly since '83. Sorry to get off topic a bit but nobody, including BA, ever even remotely associates it with any internet connection, so I just wanted to point that out. see ya around, Tom