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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Fred C. Dobbs who wrote (4508)	1/1/1999 5:14:00 PM
From: Glenn	Respond to of 90042

Its not a fad, obviously. The lookout from me is that most of the companies are fundamentally not even close to sound. I think the art in the next six months is in identifying the survivors and getting them at a reasonable price. Then holding them for 5 years. Glenn

To: Fred C. Dobbs who wrote (4508)	1/1/1999 5:25:00 PM
From: jeer	Read Replies (1) \| Respond to of 90042

Fred, i heard a good analysis earlier today on cnbc re: internets, basically saying that the strongest ones had a subscription base, such as AOL, and others such as LCOS and SEEK were more likely to be absorbed into industry/commerce to provide their buying parents with a technological presence/edge. real question is, what would LCOS, for example, be worth in that role. the field will definitely narrow, especially as post-holiday and 4Q results become known in the e-tail arena. there will some big winners, and as many or more big losers. we are rapidly approaching the point where the internet label will not garner the unquestioned run-ups of recent times. the free ride is just about done with, but the ride will continue with stricter criteria related to performance and results.