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Strategies & Market Trends : Keep Your Eye On The Ball - Watch List

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To: TFF who wrote (751)3/5/1999 7:57:00 PM
From: TFF  Read Replies (1) of 2802
 
Final Frontier Diary( updated + NTFY,SEVL ):

Final Frontier Watchlist I
techstocks.com
Final Frontier Watchlist II
techstocks.com

Market Mood:
Dow on a roll to 10,000. Nasdaq still struggling to breakout. Old Tech especially seems clouded by earings worries. Big priced nets making all the money with the 2nd and 3rd tier nets sitting there.

Factors Effecting Market Mood:
*currently an issue

MSFT trial
Commodities
The Fed/Bonds/Currencies
Net Bubble
*Earnings Growth/Valuations - esp. pc related old tech
Seasonal savings inflows to mutual funds
Y2K
Japan
Iraq
Latin America
Southeast Asia
Europe

Anticipation Trades:
Earnings warning season is here for old tech.

Market Trades: Dow/S&P

Sector Trades: Internets
*Hot sub sector

Portals:
YHOO AOL SEEK LCOS XCIT INKT CNET GNET NSCP INSP

ISP's:
MSPG ELNK ATHM RMII RCNC GEEK PSIX PCNTF PRGY

*E*Financial Services:
EGRP MKTW PQT MARG NTBK DBCC TRAC SCH NDB SWS SIEB
JBOH NITE TSCN AMTD OMGA INDI

E*tailers:
AMZN SKYM KTEL CDNW NTKI PPOD EWBX COOL EGGS CYSP
DLIA TMCS MZON DRIV SPLN SHRP ONHN

E*Travel:
IFLY PTVL FLYR

E*Auctioners:
EBAY ONSL UBID MALL BII

E*Audio & Video:
BRCM RNWK BCST NAVR AHWY SEVL

E*Telephony
LHSPF GMGC VOCLF NSPK VCSI IDTC ETEL

E*Commerce Software
CYCH MAIL OMKT MACR CKFR NTFY

E*Advertising:
NETG DCLK NSOL TFSM CMGI ZD WEBT MMPT

E*Communities:
TGLO GCTY XMCM

E*Biz to Biz Commerce:
VERT EPAY PCOR
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