Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Systems, Strategies and Resources for Trading Futures -- Ignore unavailable to you. Want to Upgrade?

To: Judith Weintraub who wrote (11047)	12/25/1998 11:22:00 PM
From: Patrick Slevin	Respond to of 44573

No, but they said they would have a synopsis on their website. Probably www.cnbc.com, I guess.

To: Judith Weintraub who wrote (11047)	12/25/1998 11:26:00 PM
From: Patrick Slevin	Respond to of 44573

Internet It was msnbc.com ________________________ INTERNET Alan Braverman, Deutsche Bank Securities “The Internet is unquestionably a seminal sea change — economically speaking and every other way,” he says. “The Internet will impact everyone's lives going forward. The question is how — who's going to win and what industry structure is going to work.” Braverman thinks the next generation of Internet will be “TV on steroids” — as set-top boxes bring high speed access to the home. The size of the Internet audience will also get a boost, he says, from pocket phones, Internet paging and other Web-related devices that will increase access. Braverman says that increased audience will present big challenges to media companies. “Major traditional media companies have a minimal presence,” he said. “They have to find a way to translate their brands to the Internet.” America Online, Yahoo and Amazon.com are his picks for the Internet group. Michael Parekh, Goldman Sachs Parekh says that while the potential of Internet stocks is enormous, the valuations attached to some high-flyers are out of line. Goldman Sachs' Michael Parekh “We recommend that investors continue to pack their Dramamine in 1999,” he said, “just like we needed it in '98.” But Parekh says that with the Internet still in its infancy, he expects to see continued rapid growth of e-commerce — especially involving more “mainstream advertisers” in the coming year. And he said the Internet will be an investment theme across all industry sectors. “It's not just about technology,” he said. “You need to be thoughtful about how the Internet is going to effect the business model dynamics and the incumbent landscape of industries that you're invested in.” His Internet favorites are America Online, Yahoo and eBay.