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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (1129)4/17/1999 3:26:00 PM
From: Hanney Yin  Read Replies (1) of 4337
 
Hi, Steve,

This healthy profit taking gives us an excellent opportunity to buy a select few with a bargain price. The following few are my personal picks based on value. Would like to know your opinion.

in the software area, althought there is an intense bloody competition, I still think there are values in those internet software companies:

1) GMST (Gemstar), after the court settlement with ATT/TCI, GMST's proprietary software will be proliferating like mushroom. income stream from advertising and license fees will be unlimited. I am sure the stock will have a boost after the court settlement coming pretty soon. Selling at $100 is a bargain.

2) XCIT IS a new gorilla against AOL since XCIT has @home!!!!!

3) RNWK: a huge discount after this Internet selling off. Only concern is MSFT.

4) AXC and EGAM looks so attractive, I am so surprised that they have not been a take over candidate so far. They actually have earnings! EGAM has ROE of 35%

thanks

Jian

thanks
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