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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999
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To: JOHN CHEN who wrote (4)2/24/1999 9:16:00 PM
From: Mark[ox5]   of 471
 
John, I agree Broadband is where it's at

Along with BRCM/ATHM/CMGI/CSCO

I'd add :
Broadcast.com BCST (broadcasting over these bigger pipes)
Inktomi INKT (cacheing content closer to the user for even better speed)
Exodus EXDS (storing all this content)
Verisign VRSN (securing all this content)
RealNetworks RNWK (software for beaming the video/audio)

Good luck on your picks.. no matter what happens in the short term... 2-3 months, people with vision will ignore the short term and focus on where we will be in 2-3 years.

Mark
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