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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: T-Lo Greens who wrote (2387)	1/4/1999 12:28:00 AM
From: bobby is sleepless in seattle	Respond to of 122087

Tony, IFLY/W Like to argue the finer points and in retrospect, perhaps I'm out of line since this might not be the best forum to debate "investments"...I can only say I disagree on certain issues, others agree...core business is on track...has been, dates have been met as promised. IFLY happens to be an airlines booking company utilizing the benefits of the internet to maintain/add to effectiveness/efficiency. Other side, the PTVL's are net companies trying to do business as travel agencies. IFLY in the black, the PTVL's not. Only time will tell who truly are the winners and losers. Commissions, from this standpoint are heavier with companies utilizing travel agents, a fundamental core for IFLY. Now, the interactive agent feature maintains the infrastructure and still allows for top dollar commissions. And the theme for 99 appears to be interactive sites. I've bet on its future expectations, and from an investment standpoint, I can't complain. As far as what the market holds for the future, I've given up predicting. Sure, there are signs, but I've heard far longer than my investing career that disaster is around the corner. Going to 4-5, don't know, going to 40-50, don't know. What I do know is it will either go up or down. Right now, my money is still long. PE justification in this market? Tony, so many don't make sense, net or not. And not a question of a wannabe. Net is there to assist their core business. Wannabe nets trying to become travel agencies? All a matter of perception and crowd psychology. Right now, primary focus is tomorrow, maybe tuesday. Will be interesting couple days. bobby