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Technology Stocks : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Dayuhan who wrote (316)	4/12/1999 12:31:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 419

Steven, I think you are correct in your assessment of the ease of dislodging dominant internet companies. I think that cash flow is the name of the game here, and we may see some vicious turf battles break out. That's why there is so much advertising spending for these companies. The thing that I find so vexing is the inevitability of the fate that will befall these companies when sales stagnate for a quarter or two. If my analysis is correct we will see these companies fall into bankruptcy in rapid succession because the only thing propping them up right now is the balance sheet adjustments to operating cash flow. TTFN, CTC