There's so much babble about Internet stocks everywhere from oldline financial magazines to Web sites to dozens of pundits who no zero about the Internet that let's clear up some of the fog. The basic problems of the pundits in a box popping up on TV, magazines, etc. 1) they don't know how to value Internet stocks; 2) they don't understand the Internet industry; 3) they don't seem to put in the time to understand points 1 and 2. The Volokh Conspiracy - Jamie Gorelicks ties to Fannie Mae and What ::
Commission Report, and that didnt come close to Truth on the Market. U Chicago Law Faculty Blog. How Appealing. Cal. App. Report. The Opening Brief
http://volokh.com/posts/1216060102.shtmlHOME |
On point 1 basic discounted cash flow and earnings modeling is the way to do it, using imputed growth for the industry, sector and company. We combine these with the metrics we created to value digital assets. On point 2 the fundamental observation that the Internet is touching all aspects of consumer and corporate life is the "Main Street" litmus for industry growth. In other words, the Internet is close to being on Main Street, while right now it's moving away from Geek Avenue. The Volokh Conspiracy - President Palin:::
And, far more importantly, its bad for the country because Palin is unusually talking point Obama doesnt run anything except his mouth That was close!
http://www.volokh.com/posts/1220123152.shtmlHOME |
Issues and hurdles that may be overcome to pave the way for the mainstream Internet experience: a) too much techno-babble; b) PCs are not intuitive; c) Web navigation is not intuitive or natural language (why should your grandma be typing "http" or "www.anythinginalongstrongofletters.com" which is why Centraal real naming looks promising; d) finding relevant info and products is daunting, overwhelming and too time consuming; e) early adopters are not mainstream demographics, so targeting and building a Web for tech-heads is not going to bring masses online.
Today's market snapshot:
The Volokh Conspiracy - One Perspective on Iraq:::
Despite a lot of bravado on the Internet, the Sunni Arabs are losing. For a long time, the Iranians kept Sadr under fairly close control.
http://volokh.com/posts/1163477966.shtmlHOME |
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22-Jan-99 |
point change |
% change |
|
ISDEX |
321.66 |
11.63 |
3.75% |
|
NASDAQ |
2,338.80 |
-5.92 |
-0.25% |
|
DJIA |
9,120.67 |
-143.41 |
-1.55% |
Harmon's Hotwatch '99 - the 10 stocks to watch in the Internet
space - last year's watch group was up more than 300%
for 1999 it's now available as a monthly paid newsletter sent
direct to your email box - click here for details -
 Star TV Offers First Pan-Asian Video News Stream On Web
 ICANN Considering Lottery for New Registrars
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