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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing!

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To: Hal Campbell who wrote (3850)6/2/2001 1:25:34 PM
From: Ed Perry   of 4169
 
<< sector surge >>

Most likely event, IMO. But it depends on one's definition of short term and on surge.

We do have one grounded measure, fortunately though. The Jan 01 run from .25 to .875.
Realize that this took place before the YHOO, MSFT and Couch Confessions hook-ups.
That price run was a 200% gain.

Fast forward and today more things are in place than before. Also, the economic climate
today is more benign than in Jan 01.

Finally, while no new sector news is stepping up, that leaves the door open for new
information - something which the sector tickers will have to price into share prices
pronto. Specifically, I'm talking about a shift in advertising commitments. It's only
a matter of time. This Net media is too important for it to dry up blow away.

How much time and at what dilutive cost? For current shareholders, this is really
the crux of the matter. In Net terms, one year is a looong time.

Ed Perry
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