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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (444)3/3/1999 9:53:00 PM
From: Bretsky  Read Replies (1) of 4337
 
Steve,

I enjoy reading your posts. While I own NET related issues like CSCO and WCOM, AOL is the only true net stock I own. I am a long term investor and have been studying ATHM and CMGI quite a bit. I know you think of both highly, but I was wondering if you could give me your view on them at current valuations. Should I be waiting for an intense drawback or is waiting with NET stocks a losing battle ??
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