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To: Eric who wrote (23207)3/1/1999 6:27:00 PM
From: Bob Davis  Read Replies (2) | Respond to of 77398
 
Eric,

I absolutely agree with you. The Internet has ushered in an era of huge changes...but none of those changes affect the underlying valuation of a revenue stream.

Bob Davis
The Napeague Letter
napeague.com



To: Eric who wrote (23207)3/2/1999 12:11:00 AM
From: RetiredNow  Read Replies (2) | Respond to of 77398
 
Hey Eric, I guess you are talking about disruptive change from Competing on the Edge by Brown & Eisenhardt. It's good to see there are some well-informed folks on these threads. I agree with you 100%. They aren't just selling products, they are molding a whole new era and industry.