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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST
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To: Melissa McAuliffe who wrote (3511)11/12/1998 7:11:00 PM
From: Lizzie Tudor  Read Replies (3) of 4509
 
Hi Melissa, well Im no expert on the internets but Im moving into them regardless. My fund mgr already owns positions in aol and yhoo, and he only hold 5-6 stocks so I want to go light on those only for that reason. He sees aol and yhoo as the blue chips of internet stocks and sees a lot of upside potential for both - even to the point of mkt caps that could rival some of the other tech blue chips.

But for me as an individual, Im looking at inkt (across the street from Sebl), yhoo, ebay and onsl. Onsl is close to being an ebay but the problem is their business model (for now) is wrong... they hold inventory, as a kind of liquidator. But they have extensive auction software which is the key component to recreating ebay, also they have some kind of deal with yhoo which sounds promising but I havent delved into the details of that yet. ebay and onsl both are content providers whereas inkt produces a cache engine... thats what scares me about inkt is it seems a little too much like a "tool" - something msft or somebody could knock off, but nonetheless there is a lot of momentum in inkt so I think thats the first one Im going to nibble on.

Dell will probably create a buying opportunity tomorrow for these Im thinking, its down 4 pts in after hrs trades. The inkt board is another dead board, if you pick up some make sure and visit me over there I need some company <gg>.

Michelle
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