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To: Dan Spillane who wrote (1898)	4/6/1999 8:27:00 PM
From: valg	Respond to of 2539

shapiro must find a partner before jul 31. otherwise ahp will be back at the plate at bat. and this time it wont be negotiated

To: Dan Spillane who wrote (1898)	4/6/1999 8:41:00 PM
From: Edscharp	Read Replies (2) \| Respond to of 2539

Dan, You've posed an interesting question. I think the Yahoos and Amazons of the world are altering the infrastructure of our economy. For instance, I can hardly remember the last time I went to a bookstore or music store to buy a book or CD. I wouldn't invest in a retail book store now if my life depended upon it. On the other hand, I have purchased books and records that I wouldn't have otherwise purchased if I had to search the malls of America for them. Lesson? Don't invest in Malls. Do invest in shipping companies. Information technology (IT) is making our economy more efficient, but I agree with you they don't add products like biotechs, oil or agriculture. Hyperinflation in IT is a distinct possibility. Eventually the market will punish excess.

To: Dan Spillane who wrote (1898)	4/7/1999 1:38:00 PM
From: Professor Dotcomm	Read Replies (3) \| Respond to of 2539

No, I think the market is less myopic than you infer. Every so often a new fad hits the market - and the market seems to be able to effortlessly digest them all. The radio & TV craze in the 20's & 30's saw many casualties - but radio & TV ended up being a larger proportion of late 20th century life than many of the safe bricks & mortar (or smokestack?) companies that were then in vogue. If you saw Lumiere's movie - "l'Arrosoir s'arrose - (the first movie ever made, in the 1860s, I believe) would you ever have been able to anticipate '2001' a century later? What I like about MTC is that it, too, like all the YHOOs and AMZNs of this world, is not afraid to look, differently and imaginatively, into the future and it is not being deflected by the wrong kind of environmentalists. How else will we be able to handle the projected population of 2020 (when it is expected to stabilize)?