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To: SKIP PAUL who wrote (14851)	9/10/1998 10:23:00 PM
From: dougjn	Respond to of 152472

I agree with the big picture. I think you are picking the strongest sectors. Plus some software. Which is related. However, when economy slows capital spending of all sorts slows down. Best sectors slows less and later. Things like construction equipment , vehicles etc. slow sooner. But the Intc and Orcl news were interesting, no? I reserve the right to trade on a dime. And change my mind. Doug

To: SKIP PAUL who wrote (14851)	9/10/1998 11:33:00 PM
From: Ingenious	Read Replies (3) \| Respond to of 152472

Every day those servers just keep getting cheaper and profit margins get lower. A trillion servers today is probably more powerful (and yet cheaper) than all the computers ever manufactured to date. I would not be suprised if we sent a man to the moon on a computer less powerful than a 286 notebook computer. Just because the Internet is growing does not mean ipso facto that all Internet stocks will rise as well. In fact, the more money people see in the Internet the more people will take a gamble at making a buck and all the hefty profits these companies are projecting will be spread out over many more companies competing for the same dollars. This is generally a good thing for the consumer since it is not far off that Internet access will be free (provided you put up with some real target marketing ads). It is not generally a good thing for investors look at a rich stream of cash flow. Perhaps the people who will benefit from rapid Internet growth are those companies doing brick and mortar business who cut over to the Internet? ( Egghead Software did this but their results have not been too fantastic). The answer must be more complex than that. Perhaps as a result of the Internet the world becomes a much smaller place where goods and services can travel around the world as fast as an Internet packet. Trading goods by sailing the seas becomes nothing more than a well executed Internet transaction a la e-commerce.