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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999

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To: SOROS who wrote (361)4/30/1999 7:39:00 PM
From: JOHN CHEN  Read Replies (1) of 471
 
Back from vacation. Lots of things going on this week and here are my highlights:

CNBC did a story on PTVL. PTVL advanced ahead of the story and fell the day after. The story itself is pretty darn good. I am glad to see other analyst also feel PTVL is undervalued.

There are a glut of internet IPOs out there recently. The tough thing is to sort out the good from the bad. Two IPOs seem interesting to me: MPTH and NETP.

MPTH is a starter of interactive talking online. NETP which helps you channel to the areas you might be interested in.

MSFT and AOL are gunning up for MediaOne. This could may the whole thing interesting. It is so obvious the importance of cable modem...

The top 10 list, as of today, has a return of 48.1% or $308,218.75 on equally invested 1,000 shares each of the listing stock.
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