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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread
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To: aroundight who wrote (543)2/18/1999 8:03:00 PM
From: Mark[ox5]   of 779
 
Welcome David

Here is an article reconfirming my thoughts of EXDS, DCLK, INKT as perhaps the next wave (along with CMGI's and BCST's of the world) Goldman Sachs is perhaps the most respected tech brokerage on the street...



AOL, YHOO, EBAY, INKT, EXDS, DCLK The internet cream to watch....
[snip]
Here's a tall order for an analyst to fill: pick just 3 Internet stocks to recommend.
The challenge was put to Goldman Sachs analyst Michael Parekh by Multex
Investor's Lauren Keyson. The answer? He names six. Parekh picks three which
he says have the biggest wide-open market opportunities. And he picks three he
says cater to the portals themselves. In what he calls the "Internet Troika," the
three companies that lead the big revenue areas, he gives his nod to America
Online (AOL) on the subscription side, Yahoo (YHOO) on the search engine side
and eBay (EBAY) on the consumer side. Parekh tells Multex that no one company
can do everything itself so he has three favorite outsourcing companies too.
Inktomi (INKT), Exodus (EXDS) and DoubleClick (DCLK).

And here's one encouraging bit from Multex's interview with Parekh for investors
starting to lose sleep about all their overblown Internet stocks. He thinks the
Internet has actually been "under hyped." He says high valuations are only the
result of an increasing realization that the Internet "fad" is not a fad at all, but
real, and that the impact the Internet will have in the years ahead still hasn't been
quite appreciated. [snip]
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