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To: edamo who wrote (115279)	4/8/1999 4:21:00 PM
From: kemble s. matter	Respond to of 176387

edamo, Hi!!! RE: been there...done that...ad infinitum... Yep...I have that much confidence in it... Best, Kemble

To: edamo who wrote (115279)	4/8/1999 4:28:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

FYI...Some Interesting Comments on Internet Valuations... <<Dow Jones Newswires -- April 8, 1999 Internet Fund Manager: Web Cos. Defy Old Valuation Models NEW YORK (Dow Jones)--Investors should scrap traditional valuation models, such as price-earnings ratios, when evaluating volatile Internet stocks, according to Alex Cheung, manager of the Monument Internet Fund. "You have to look at the Internet sector as a brand new industry with mostly development-stage companies," Cheung told CNBC in an interview Thursday. "You have to look at it differently from the way you look at a company like AT&T." Investors should focus on an Internet company's potential market size and its ability to retain customers, rather than its P/E ratio or revenue growth, he said. A successful Internet company has a "business model with a clear path to profitability, key people who are happy to work there and the necessary financial muscle - money in the bank," Cheung said. >>