Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: kaydee who wrote (704)	3/27/1999 4:46:00 PM
From: Mark[ox5]	Read Replies (1) of 779

RNWK resting... has had huge run, but mid to long term I like it now that BCST (one of my real favorites) is looking to be rolled into YHOO. I can't think of any other pure plays of audio/video on the net now that BCST will be snapped up, so RNWK is the play and potential take over candidate as well. SO once that is completed, BCST will essentially be YHOO stock... just like XCIT is ATHM stock... in essence. Staying away from YHOO right now... not that I dont like it, but the split plays and smaller float stocks are going to be easier to have a big run on. But YHOO is usually very strong pre-earnings and its the first internet to report... should run as long as the market holds. GNET, CNET, MINE and YHOO are really the only "stand alone" portals left... so they should move in tandem. Can see MINE and Xoom.com (Geocity competitor) being bought out within 6 months.... GNET is part of Paul Allen community, and CNET has ties with NBC with Snap! Portal... so "Get your red Hot Portal" while they are still around. Mark

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