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To: Glenn D. Rudolph who wrote (26104)	11/15/1998 10:15:00 PM
From: Techie	Read Replies (1) \| Respond to of 164684

I totally agree. Another that's topped out for now is Dell IMO. Pure market cap issues, nothing to do with how great the companies are in their individual sectors.

To: Glenn D. Rudolph who wrote (26104)	11/15/1998 11:04:00 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

<<I can see some of these internut companys eventually growing into their valuations and then continue up further. There are others that will eventually die.>> Glenn I agree. The key to me is how many of these sites can survive at what page-view count per month, and with revenue from where? Many of the business models being applied by net co's are untested, and most of the verbal fluff being spouted by analaysts is bs, imo, because nobody really "knows" what the internet will look like in two or three or five years from now. When so many of these sites are free, I do not give much weight to page view #s as a measure of operational success. And I do not believe that even if the whole on-line world "co-markets" with itself this will necessarily bring riches to net co's. The level of clutter, or "noise", as the advertising people call it, is near to reaching critical mass on the web. Another point I would make (aren't you glad you didn't ask?) is that males seem much more drawn to the net than women. For a while now I have been begging my wife, who is computer-literate, to do some research on the web for gifts and other shopping she does, and she could not care less. I've even bookmarked close to a dozen sites for her. The bricks and mortar shopping experience is not going away. My family has just one email address, and my wife won't even bother to turn on our computer and read her emails- so I tell her what they say. Victor