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Strategies & Market Trends : Rande Is . . . HOME

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To: Bouf who wrote (32905)	8/25/2000 10:21:56 AM
From: Rande Is	Read Replies (3) of 57584

Liking our Internet Advertising/Mktg. sector. . .Pure Play DCLK rightfully taking the lead up 3 1/8th [+8%]. . . CMGI bought its way into becoming a major advertiser and is the biggest, though not a pure play. . . ENGA is the next biggest market capper. . . lagging the sector. . . then its a toss-up between MMPT, TFSM [which had a good day yesterday] & NETP. . .all of which are undervalued when considering the long range picture. . . with CIRC and MSGI bringing up the rear. Even though YHOO is not in the advertising biz per se, since it sells its own space [loads of it], it is considered in sector moves. [purposely left out traditional advertisers that also do the net] Also, been checking Fibre Optic stock inventory, due to Ntional Fibre Optic Engineering Conference next week . . . discussed on CNBC this AM. . . . Added to FNSR on the dip. Flavor of the Month? Rocky Road! Rande Is PS> QLGC intraday looks like the North Face of San Gorgonio! WOW. . . .now it looks like Kings Canyon. . .with the raging river below . . .which I crossed once by walking a downed tree in my college days . . . the things we do in youth!

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