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Strategies & Market Trends : Rande Is . . . HOME

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To: Starduster who wrote (660)12/13/1998 11:21:00 PM
From: Rande Is  Read Replies (2) of 57584
 
I think at long last...it is SEEK's time to shine. . .
I foresee AOL, Yahoo and Dell being swapped out for At Home,
Infoseek and Compaq over the coming months in many fund portfolios. I believe we will see the prices converge as the formers drop and the latters rise.

I would not be thinking of shorting SEEK on its recent gains.
I realize it has had a trading range of about 22 to 45...but lots
has changed. Honestly, IMO, I expect to see ATHM, SEEK and CPQ all
trading ABOVE 100 by St. Patricks day.

I also believe that Disney is steal at these prices, as it will
soon be considered an internet play.

Now, [going out on a limb]. . . you want to know what I think
will be the biggest money maker in the internet world at the
turn of the millenium?

AWWWwww....why spoil it. . .

I' ll post it later tonight. . . guesses are welcome.

Rande Is
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