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.

Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999 -- Ignore unavailable to you. Want to Upgrade?

To: JOHN CHEN who wrote (103)	2/28/1999 2:08:00 PM
From: The Swordsman	Read Replies (1) \| Respond to of 471

John, You are right. However, one will be Commerce and will be the beneficiary of the other. Investing in this sector will *never be a Zero Sum game.* There are many winners. While I agree with your fundamental perspective about low price stocks, you would be wise not to make a blanket statement. There a numerous Amazons gestating in this low priced jungle. Whether for acquisition or plain old fashioned Jack-In-the-Beanstalk rapid-holy-cow growth. Marketing in the Internet arena is and will continue to be absolute war, and the battle lines haven't even been drawn yet. Re-definition will be the order of the day. If you locate the treasure, I believe that the subject of the hunt will prove me right in this. Zorro.

To: JOHN CHEN who wrote (103)	2/28/1999 3:08:00 PM
From: lazarre	Respond to of 471

<<<This is why when I made up my list, I went heavy in the bandwidth/ infrastructure issue stocks such as CSCO, ATHM and CMTO. The bottom line is, company like CSCO, LU/ASND and others power the internet. >>> In agreement. Rather play there than in the more competitive eyeball catching arena. The above win no matter who wins or loses on the commerce side of the coin. First followed some of your comments, in the summer, when you pounded the table on timing Investment House analysis after their quiet periods ( that time after they brought an IPO to market ). Worked out well, then. Seems to me that that scenario doesen't pack the same punch it once did. Though I bought UPCOY last week on its similarity to @Home and the exponential growth in INET use in Europe, still hoping that when the quiet period ends in a week or so, we at least get a murmur. Speaking of bandwidth, are you eyeing some of the more pure plays in that arena?: GBLX, IIXC, QWST.... L