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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Phil Jacobson who wrote (13362)	1/31/1999 11:34:00 AM
From: Elllk	Read Replies (1) \| Respond to of 29382

Phil I agree about the VRIO new services re Super Bowl coverage not being that big a deal and probably not having a lot to do with the rise Thurs and Fri. In fact, it is probably an ancillary fillip coming out of one the companies they recently purchased. On the other hand, as you point out: "Speed to market does matter, but frankly, the demand for this stuff is still in its infancy as of today." Some say first to market gets 90% of the market. For VRIO that would be a coup and any percent would do them well in an area where they didn't seem to have any interest or services. And, of course, it is precisely the "infancy" of all of internet that is bringing investment in and provides the counter to those who see an internet bubble. Internet is now probably much less then 1% of what it will be in the not too distant future (and the speed of development will probably outdo Moore's Law for computer chip power development). Of course, some areas of expected develpment will disappoint and other areas will flourish beyond wildest imagination. That is the intrigue and excitement of internet (since there is little doubt internet will continue to flourish). I do appreciate your comments as someone directly involved in the field you discuss and I am sure you are right and would be eager to hear anything else you have to say about such developments. Again, I don't think the CNN-SI-VRIO news had a lot to do with the VRIO rise Thurs and Fri, given that NASD also surged. What is fun is that very few seemed to know VRIO was even present in that sphere, nevermind being first to market with something new and interesting. Thanks, Larry