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Technology Stocks : Internet Guru Discussion

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To: Jeff Dryer who wrote ()2/18/1999 1:00:00 PM
From: M. Marquette  Read Replies (2) of 4337
 
Steve--any thoughts on ZD, BAMM, MLG, XYBR or IFLY? I have been in and out of them, but they all seem to have some upside from here. Do you see ZD as a big player as they rollout ZDNET? Any chance they can play with the big boys, i.e.-YHOO, CNET, AOL, etc.? What are BAMM, MLG, and IFLY's chances with their brick and mortar stores(except IFLY but they do have a profitable 800 phone service) and entering onto to internet? XYBR looks interesting with their patents, but is the demand for their mobile computer here yet or is it going to take time to build a market? Thanks in advance! Mike
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