MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Dermot Burke who wrote (18582)	4/18/1998 6:23:00 AM
From: Andrew Martin	Read Replies (5) of 24154

Here you are Dermont. 'Internet stocks which will correct after the bubble': All of the high priced ones. But it's not that the 'bubble' has burst. It's widening to cover all the companies in the sector, hence the money is being taken out of the high-fliers and put into the undervalued stocks. The internet is the highest-growth sector of the market. The 'over-valuation' has come from the investment firms only investing in a few of the companies since they have not taken the sector seriously. Well, on Monday it was announced on CNBC that investment firms are now initiating coverage on several internet stocks and are "getting involved" in the sector as a whole. That means they'll be investing in the entire sector, not just the "pretty ones" they've picked so far. Their analysts' job is to identify similar companies with lower valuations for money to be invested in as the sector gets bought-up. Run the charts as such "no-names" as LEAP, IMKE, SYSF and DSTR. These, as well as KTEL are getting 'spiked' by the fund managers making large purchases of 20k or more shares as they expand their presence in the sector. I myself have 'done my homework' and have chosen LEAP @4 vs. THNK @30 which is an inferior company to LEAP. They have stayed away from LEAP since it has such a small float with the company officers owning 72%. Now they can't pass it up as the sector gets bought-up. My win. Look D, there's companies in that sector that have 800% growth rates as well as ones with 67% growth and positive EPS but which are under $8. Don't you think that's attractive considering the increase in imports, the decrease in manufacturing utilization and the leveling of Blue Chip earnings? Every week the fund managers get 10's-of-millions of dollars thrown at them from 401K allotments. Do you think they're going to continue to cram that money into the tired old Dogs forever? Too bad this thread is nothing more than a therapy session for the victims of two successful marketing campaigns. Is there a MENSA SI? Anyone?

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