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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (1542)	9/23/1998 12:16:00 PM
From: TLindt	Respond to of 2882

>>>Things are starting to hear up. I sure hope so dave...this portfolio is down about $250 since we started with $20,000. If e-comm does heat up we could be looking good in short order.

To: jjs_ynot who wrote (1542)	9/23/1998 6:11:00 PM
From: TLindt	Read Replies (1) \| Respond to of 2882

>>>Things are starting to heat up: Response 2 If you believe this, and today's rally they are. cbs.marketwatch.com But you know what....IMO the old stand bys....the Big Industrials, Consumers Goods Folks, Retailers, Banks...etal are going to get caught in this...what I'll term a Global Cooling. So...I don't see a big pumper reason for jumping on any of them and buy until the sun goes down. But you know what I do see? I see that maybe if things do cool off a bit, many of these physically established firms...by physically established---I mean operating in the physical word vs. the virtural one here. Many of them, or should I say a number of them will begin to take this NET thing to hart...and build it for business. Because It's the cheapest way to do that, Business. They will soon be faced with buying a Horse, or a Tractor... The Horse is out, because it requires feed, water, & time. The Tractor on the other hand just needs open ground and someone to drive it. Well the Web is Open for Business, and they are going to drive it. e-comm will do just fine....and actually speed up in the event business cann't be done on a 'business as usual basis'.