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Technology Stocks : Internet Guru Discussion
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To: MrGardener who wrote (2770)9/20/1999 3:59:00 AM
From: steve harmon - analyst  Read Replies (3) of 4337
 
web hosters - i do like the sector and think some profit taking may be in order depending on cost basis

i also expect some more segmentation in the web host market; we've seen some of that as application service providers emerge

i think the asp market could be massive

of the dsl you mention, covad having at&t as a equity holder offers some comfort level as lucent enters the fray now

rthm and cmtn to me may be takeover targets by the telecoms since dsl looks like a big story for year 2000

chart comm ipo should be one way to unlock value for paul's portfolio but i also think some more portfolio tweaking may be in order to line up the value in a clearer way
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