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To: Robert Rose who wrote (58037)	11/24/1998 3:34:00 PM
From: donald sew	Read Replies (2) \| Respond to of 58727

Robert, Thanks for your reply. Totally agree with you that there are different subsectors in the internet which would fall under different trends. seeya

To: Robert Rose who wrote (58037)	11/24/1998 3:44:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 58727

robert-- excellent post, though i have a few things i would like to discuss. i do not equate the inets to tulips because as you correctly noted, tulips were (partly) an aesthetic investment. however, they are also a commodity...a website, IMHO is a commodity. so there you can draw a link. branding does not differentiate as brand co-opting and creation is easy and relatively inexpensive. now, if there is a comparison to be drawn, how about drawing it to the letter stocks of the late 60s. that would seem to be appropriate... new business models, heavy use of the words 'paradigm' and 'synergy', illiquid trading, and small floats. that market tanked, and i think so will this one. i will say this, the inets will be around for a while...and there will be others. competition will increase dramatically and as a result the stock prices will decline. the internet is a fantastic medium, but you should not make the mistake of thinking it will transform society. the only difference between the internet and the more traditional structures is that the net is faster, and in some cases cheaper. this gorrilla game book sounds interesting. i am a little sceptical of this new economy as i have been a (dissapointed) reader of wired since issue one (i like the sections up front...the articles are mostly fit only to wrap seafood). however, maybe we are heading for a cultural singularity. if so, you can rest assured that the future will likely be so different that any investment stands a good chance of going down the toilet. good luck to all, trey

To: Robert Rose who wrote (58037)	11/24/1998 4:27:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 58727

Excellent post!

To: Robert Rose who wrote (58037)	11/30/1998 1:01:00 AM
From: P314159d	Respond to of 58727

How is the Inet not like the Biotech craze of early 90's? It had a great many stocks of huge overvaluation on MKTCAP to sales ( or even expected sales as the buzz went back then). There were great companies involved (the winners,like AMGN), but a great many losers. I wonder what those 10 yr charts look like now? Don't get all hung up on these stocks because many of them will fall at some time off a peak never to be seen again. I fear the market is exascerbating these peaks individually because of the Net trading. what we see in the inet stocks exceeds the past experiences of these short term trading phenomena. 10 times better is 10 times worse when it collapses. It won't happen to them all but most.