| INTERNET STOCK NEWS and More... |
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| "Quality" Internet Stocks...Markets/Analysis/Picks | ||||||||||||||||
| by EDSHORE ...what's the state of "most mkts" outside the U.S??? Simple...they're WEAKER....both in Europe and Asia... Europe is plagued by high-unemployment, a costly "social benefit infrastructure" and because of "not easily corrected" factors like these, has a bad competitive pricing disadvantage, particularly with the U.S. under the terms of the new GATT world-trading agreements. Asian businesses, in large part due to the Japanese banking crisis (they don't have U.S. type FDIC oversight standards...bad loans and accounting practices etc.) took a real hit...many bankruptcies and disruptions etc....really stymies production etc...and will take considerable time to recover...NOT TO MENTION THE HUGE IMPACT THAT THE EMERGENCE OF CHINA (with it's vastly cheaper labor) is having on all of it's Asian competitors in the production of "non-leading-edge" technological products...(this is highly deflationary on "product pricing" for all those Asian economies)...and couple that with a "world-wide" glut of oil for the foreseeable future...(largely due to weak Asian demand and advances in oil-producing technologies...) ...so the Asian and European economies are "relatively weak" in comparison to the "booming" U.S. economy...AND THEREFORE, purchases by them can obviously expected to be WEAK (particularly individual consumer level type purchases) for the foreseeable future...until they address their structural problems - and there is also the LAG factor in doing all this - even though they are making progress in some areas, recovery in many will take years... meanwhile in the U.S., we have the "the best economy" in our history...LARGELY DUE TO THE INTERNET AND INTERNET-RELATED TECHNOLOGY (the single greatest factor responsible for our economic boom) which is dominated, controlled, and has been mostly developed by the U.S. Now, this is not to say that every computer/hardware/software/networking/Internet-related U.S. company is GOING TO HAVE GREAT NUMBERS...(you do have to look at their individual factors/fundamentals) but my point is: that IN GENERAL, "the best EARNINGS GROWTH, POTENTIAL, AND INVESTOR RETURNS" are more likely to be in the "leading Internet-related companies" because of their underlying fundamentals ... products/technologies/markets, etc ... and the EVER-INCREASING "worldwide demand" for them... (INTERNET-RELATED TECHNOLOGY IS NOW A NECESSITY...WORLDWIDE ... in order to compete it is virtually impossible to do any type of significant competitive productive business activity without using computers, AND NOW THE INTERNET IS RAPIDLY BECOMING A "NECESSITY" TOO!) ...and the ultimate proof: DOMINANCE OF COMPUTER/INTERNET-RELATED TECHNOLOGY is the single greatest factor as to why the U.S. ECONOMY is so "greatly" outperforming the rest of the world's economies! "QUALITY INTERNET-RELATED COMPANIES" are driving the U.S. ECONOMY... and in the next few years THEY WILL GREATLY EXPAND THROUGHOUT THE REST OF THE WORLD ... and drive the "world economies" THIS IS THE "BIGGEST ECONOMIC WAVE"... AND the U.S. is the leader... ...and these "Quality Internet-related product companies" HAVE THE BEST COMBINATION OF GROWTH, EARNINGS POTENTIAL, AND STOCK VALUE APPRECIATION going forward into the new millennium! starting with the inflation scare, there appears to have been a move by some investors into "cyclical" ...more conventional type stocks...chemical, paper, industrial giants, AND A LOT OF THEIR GAINS AND BEING ABLE TO SUSTAIN THEMSELVES have to do with "merging," cost-cutting," and of course the use of this "newer computer/Internet-related technology to reduce their "costs" ... a tougher competitive fight is the future for all of them (GATT and ever-increasing competition, disruptive mergers... ...some of these more conventional stocks are safe bets...if your SATISFIED with 6-10% ANNUAL RETURNS on your investments... BUT THE PROSPECTS ARE MUCH BETTER IN NEW EMERGING TECHNOLOGIES AND PRODUCTS...rather than betting on who will survive and who won't in the older more standard-product/services type businesses... ...it's pretty obvious that the INTERNET-SECTOR RELATED stocks (the one's I hope I have made a "strong case for") are the STOCKS that have had, AND WILL CONTINUE TO HAVE "real double-digit +" return potential going forward!!! ...and the most COMPELLING REASON for this, is that the In the U.S. as "broadband" technology proliferates, we will get into "full motion video" Internet communications...this is the next big Internet plateau on the horizon... Overseas, Internet technologies are rapidly expanding into 2nd world economies ... though still nowhere near the "current levels we take for granted here in the U.S." So, there will be SUSTAINED and CONTINUING RAPIDLY GROWING markets for U.S. led EXPORT of these Internet technologies/products/services... Internet growth will continue unabated...AND WILL REMAIN the "driving engine" of the WORLD economies... ...so naturally...what investments have the "best return potential?" simple: QUALITY INTERNET-RELATED STOCKS! NITE, IBM, MSFT, CSCO, DELL, RNWK, YHOO, AOL, INTC, SUNW, BRCM, ADBE, ATHM,...just to name a few off the "top of my head" (just a quick list...there are MANY OTHERS) "Internet-related" IS THE FUTURE...if you want investments WITH REAL RETURNS! Oh, and let's not forget the "Online brokerage sector" which has some of the greatest potential going forward ... especially WITH THE PHENOMENAL GROWTH OF ONLINE TRADING... names like: SCH, EGRP, AMTD and probably the "best of the best" in this whole brokerage sector: "NITE" the largest MM (market-maker on the NASDAQ!) |
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Net-Related Stock Picks: NITE, AOL, BRCM, RNWK, YHOO, ATHM , ADBE, IBM, MSFT, DELL, CSCO, INTC ...many others...but these for starters! Reminder: "Stock Picks" on this page are the opinion of this page's author and are not guaranteed...but are some of my best choices, based on careful analysis of individual stock fundamentals and markets! As always, you Invest at your own risk! |
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