To: AreWeThereYet who wrote (8770 ) 11/29/1998 2:44:00 PM From: Jeff Bond Respond to of 14266
aC, Your comment regarding gambling vs. investing is right on track. Also, like you said, conditions are similar to Hong Kong 1997 market, albeit a little more contained. You know HK market recently froze some trading based on options/futures to eliminate speculators jamming the market, but that would be unlikely here in the US. Recipe for nonsense reins supreme right now, which is why I despite the potentially lucrative returns, will not invest in internet stocks at this point in time. If the market were lean I might consider it, but this over-fed market has a severe case of cholestoral in the arteries. I'm going to stick with earnings as my basis for investing well into the future, the difference in returns cannot justify the risk in my mind. Thats just me ... ------- >>If most parents are like me, many of these sales will be lost for good. Thus, if Revenge or Rugrats is not there, those parents (like me) will buy a substitute. Not very good!<< I can appreciate this comment, BUT ... Rugrats parents are NOT normal parents; I promise you just like that Furby doll right now, parents will get up at 6AM and JAM into a mall just for the CHANCE to get something if they want it that bad (LOL, just ask mt wife :o). If they don't get it ... they will do it AGAIN & AGAIN until they do get it! Rugrats will NOT miss sales if distribution is less than perfect, we still have a lot of shopping left, and the delay will only affect the flow of revenue interms of dates, but not the sum of revenue. One way or another, Rugrats will sell until the shipments are no longer ... I just hope they made enough! Regards, JB