To: limtex who wrote (28412 ) 4/27/1999 2:30:00 PM From: George Gotch Read Replies (1) | Respond to
Don't be lulled into thinking everything has changed in the world. Like your net comment. Initially it is very profitable. That is for the guys that own the insider shares. As it matures, it is going to increase competition and reduce margins which makes it hard for companies that sell products that are basic commodities. Just ask Intc on that one. Remember there is two net worlds out there. 1) Is the true net and how companies are using it to conduct business between each other and reduce cost and 2) The stock game, where billions are being made buy wealthy individuals creating net companies and selling them to a blind public that buys anything with a dot.com. Now don't get me wrong, I am a net believer. I was in the first net stock so I believe in the net. Not what is going on from an investment standpoint but structurally.
