Final Frontier Watchlist(updated + ONHN):
Market Mood:
Rotation seems to be setting into the internet sector. Expect second tier and third tier net stocks to run. Market seems flush with cash and ready to buy dips. The january/febuary pump followed by the march/april dump?
Factors Effecting Market Mood:
*The Fed/Bonds - might be an issue
Many net IPO's - not an issue yet
*Net Bubble - an issue
*Seasonal retirement savings inflows to mutual funds - an issue
Japan - non issues so far
Impeachment - non issue so far
Iraq - non issue so far
Y2K - non issues so far
MSFT trial - non issue so far
*Brazil - an issue
Anticipation Trades:
DBCC/MKTW ownership to go public in 14th?, Donaldson, Lufkin & Jenrette Internet Conference Jan. 13-15,INKT 14th,GNET - Jan 20,Greenspan speaks on 20th,ATHM 20th,AMTD/XCIT - Jan 21,CYCH,EBAY 26th,MSPG 27th.CNET - Feb 10
Gaps Trades Tomorrow:
Hot Today:
(+10%>) none
(-10%>) E*Portals, E*Audio Video,E*Auctions,E*Fiancials
Hot Yesterday:
(+10%>) E*Fiancials
(-10%>) E*Portals, E*Audio Video,E*Auctions
Final Frontier Watchlist I
techstocks.com
Final Frontier Watchlist II
techstocks.com
Final Frontier Graveyard
techstocks.com
Sector Trades - Internet Sector:
Portals:
YHOO AOL SEEK LCOS XCIT INKT CNET GNET NSCP INSP
ISP's:
MSPG ELNK ATHM RMII RCNC GEEK
E*Financial Services:
EGRP MKTW PQT MARG NTBK DBCC TRAC SCH NDB SWS SIEB
JBOH NITE TSCN
E*tailers:
AMZN SKYM KTEL CDNW NTKI PPOD EWBX COOL EGGS CYSP
DLIA AAGP TMCS MZON CDWI DRIV SPLN SHRP ONHN
E*Travel:
IFLY PTVL FLYR
E*Auctioners:
EBAY ONSL UBID MALL BII
E*Audio & Video:
BRCM VCSI LHSPF GMGC VOCLF NSPK IDTC ETEL RNWK
BCST NAVR AHWY SEVL
E*Commerce Software
CYCH MAIL OMKT MACR
E*Advertising:
NETG DCLK NSOL TFSM CMGI ZD
E*Communities:
TGLO GCTY XMCM
Final Frontier Graveyard:
RMBS GERN XYBR NEOT CFON OXHP CD CIEN DAOU PAIR ZAP INFO GRIN GWRX UCMP WCAP WAVO ELBO AMEN DECC GEER
|
