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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (14270)	5/18/1999 9:18:00 AM
From: donald sew	Read Replies (3) \| Respond to of 99985

Carl, >>>>> . My grandfather bought stock in Sleeper Radio, but fortunately he also bought stock in RCA. I heard someone say that they expect that 80% of the current crop of internut stocks to be gone in 5 years, and that seems like a reasonable guess. <<<<< Thats what I was saying. My understanding is also that RCA after hitting its peak during the mania, never got higher and sold off. Correct me if Im wrong on that since dont have the charts on RCA. Keep in mind that you also felt that 80% of the internets to be gone is reasonable - thats not a good percentage, in fact that is an awful percentage. Thats actually is about the same probability of gambling. If 80% of the internet stocks lose, that means many will be losing alot of money. Of course there is the BELLWEATHERs which have a better chance of remaining, but there are only a few of them. seeya

To: Carl R. who wrote (14270)	5/18/1999 9:24:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 99985

<My guess is that the e-tailers will be the least successful group as there are less barriers to entry > I am inclined to agree with you, but for a different reason. etailers will be less successful due to low margins, rather than few barriers to entry. Depending on the business model, etail barriers to entry can be formidable. For example, Amazon is losing money hand over fist now because they are building barriers to entry: a highly sophisticated inventory management and order fullfillment system (back office stuff) that will make it very difficult and expensive for others to compete. I agree with everything else you have said in your posts, btw. Interesting that you don't list any Internets as favorite stocks in your profile.... Rob