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Technology Stocks : Internet Guru Discussion

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To: Barron Von Hymen who wrote (1521)	5/9/1999 1:53:00 AM
From: American Spirit	Read Replies (2) of 4337

AOL could keep dropping here. Until it announces a competitive stragegy vs. ATT it is looking uncertain. Picking the bottom will make you money but I don't think we're there yet. ATHM might be a better bet short-term for an ISP. AMAZON is going to get hit even harder. At 10 x the market of cap of BKS and CDNW combined their leadership position is in jeopardy. Look for the undervalued not the overvalued. Also look at IPO backdoors and takeover plays. On DCTI I disagree with Steve. This stock is near its recent low and will pop soon coming up on their June 2 NetClearing announcements at the VISA conference. Their role in e-commerce may not yet be very visible but they are positioning themselves as the #1 payment processin service on the web and with e-banking growing they're in the catbird seat. Another I like is FATB with a ton of cash and a secure niche almost all their own. Down to pre-frenzy level now and a good buy.

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