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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999

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To: AJ Berger who wrote (18)2/24/1999 11:07:00 AM
From: JOHN CHEN  Read Replies (2) of 471
 
I only want to make 10 suggestions and yes, AOL came very close to be one of then ten. However, due to its current valuation, I think AOL is fairly priced. I would also sit and wait for the cable situation regarding AOL gets resolved.

Stocks like AOL did not make my list do not mean these are not good stocks. If I were to recommend 20 stocks, it would be there.

Just a piece of information: ATHM is building a brand new headquarter next to HWY 101 in Redwood City, CA, about a couple miles away from ORCL. This headquarter, indeed, looks very impressive. The first building is about to be finished and the connecting building through a walkway is about half way done.

There are several new building sites ( right behind these two buildings ) have broken ground. In all, it looks like ATHM is to house quite a big staff here, a huge increase from its current staff, looks like. The campus is approaching half the size of SUNW campus.

If these are any indications, ATHM looks like it plans to make a major expansion.
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