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Technology Stocks : STOCK MARKET RANDOM MUSINGS NEWSLETTER LIST

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To: Bretsky who wrote (11)	11/11/1999 10:50:00 PM
From: DAVID BANISTER	Read Replies (1) of 41

Bretsky... I was a big ONSL supporter alot earlier this year, it seemed undervalued to me at $35, so its possible it could run...however I sold at $35 after buying at $42!! I have not looked at it in awhile, other than I saw it at 22 earlier today, its coming back I guess. Im not a huge fan of consumer e-commerce related companies unless they have a defensible position or a unique product to offer that "nobody" else can... good example is LVMH, Louis Vuitton... check them out if you want. EGRP I recommended on SMRM at 22 about 3 weeks ago or so, long term I love the company, not sure I'd chase it here, but at 22-24 it was a great buy. CNQR I took a quick peek at, very interesting strategy... recent sequential Revenue growth was light, but seems explainable... had a nice pop today, this business to business stuff is hot.. although Im not sure how many of these "fragmented" players will survive or even make money, I think the pie will be sliced and diced quite a bit... it just happens to be the buzzword on Wall St now.

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