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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1 -- Ignore unavailable to you. Want to Upgrade?

To: Kevin A. Lynch who wrote (390)	5/13/1999 12:50:00 PM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 1013

the key for the moment, i think, is how much immediate progress hwp and a/c can make primarily..... i think great progress there will set the stage for an appropriately reinforced view that at least over the next few qtrs sone will move up the most significant part of the adoption curve in regard to their technology vs. the others... I worry however that others may finally get their acts together soon though the market is big enough for all at present... secondly if they can leverage their technology in other areas that the market can believe....well that would be more icing on the cake.... but my very main fear is that mgmt becomes fat headed in their new found success and stumbles.... that part worries me the most. regards Joel