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Strategies & Market Trends : Rande Is . . . HOME

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To: Kaliico who wrote (11968)	9/10/1999 12:14:00 PM
From: Kevin Shea	Read Replies (2) of 57584

Kal: the observation about the supply of IPO is a VERY good one....as you said, it will likely change the current QP dynamic and reduce flow of speculative money... so what may happen ... please, all join in if you have a comment. Possibilities to watch for?? 1. Shift back to "blue chip" inets? ( I'm in ATHM and have been watching consolidation, however, over the last couple of days it SEEMS to be offering pre advance signals) 2. Internal internet sector shift? ( I have been watching E*tail sitting on bottoms and starting to look better) and sector to sector rotation 3. Move back into a XMAS mode? link to 2 4. Others?????

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