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To: Victor Lazlo who wrote (60781)6/6/1999 1:44:00 PM
From: BGR  Read Replies (1) | Respond to of 164684
 
Victor,

Excellent analogy. However, as you have noted, new restaurants just keep sprouting. Therefore, IMO, the best long term bets in the internet segment are companies who make the h/w and the s/w, the pots and pan makers.

-BGR.