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To: chirodoc who wrote (8902)1/21/1999 12:42:00 AM
From: Frank P. Pearson  Read Replies (1) | Respond to of 9343
 
Who from the street put this out? The other article that came out today from Cramer seemed to be very negative on portals in general. It also eluded to the fact that even though Seek may do well (my interpretation) that their management is to new to "play the games well" and that drops in share prices where a very good possibility. I'm paraphrasing here. But I'd really like to know who the author of what you put out was and when. Thanks



To: chirodoc who wrote (8902)1/21/1999 6:17:00 AM
From: SHGLaw  Read Replies (2) | Respond to of 9343
 
Woke up to cnbc this morning do another of their eye-rolling descriptions of the potential lcos buyout. We are in a phase where anything .com causes every commentator and analyst to pretend to heave as they mention the stock price, earnings, etc. It's simply fashionable these days to suggest that this is all tulipmania, that the valuations are unsupportable and that the stock prices are in the process of, or soon to, crash. And never again will they see such lofty and undeserved levels.

This seriously pisses me off. We have been here a long time. This didn't happen overnight, and without any thought. It's just that they didn't care to notice until recently, and having failed to predict it, rationalize it or benefit from it, they take great glee in knocking it. I want to see this runt hit 100 again, or better, and the anti-net bias of the moment ignores that this is not tulipmania, this is the birth of a nation.

SHG