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Technology Stocks : E*TRADE IPO ALERT THREAD

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To: $Mogul who wrote (2381)5/12/1999 5:41:00 PM
From: Gerald Walls   of 15145
 
According to a TheStreet.Com (a holding of mine :-) article by Ben Holmes on 5/10, the following IPOs scheduled for this week were generating the most hits at ipopros.com and by implication should be sought after:

1) Time Warner Telecom: 1,245 hits
2) Alloy Online 1,061 hits
3) Copper Mountain Networks 870 hits
4) Tenfold 587 hits
5) Scient 618 hits

His "takes" on some of these:

Alloy Online -- "The market loves these demographically focused community sites -- compare with iTurf (TURF:Nasdaq)."

Copper Mountain Networks -- "If you haven't figured it out yet, I love the DSL providers, and this one should provide some thrills."

Intelligent Life -- "This one's got strong revenue growth, but is losing money. Add in the Internet effect and it may be a small-premium deal."

Scient -- "This one looks good from where I sit."

Tenfold -- "These people know what business they are in. I like it." (Builds and implements large-scale, complex software applications rapidly and for a fixed price.)

Time Warner Telecom -- "This company may be an antritrust issue in the making, but for now it looks like a winner."

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ipoPros itself has the following IPOs listed as "HOT!":

Alloy Online Inc.
Careerbuilder Inc.
Copper Mountain Networks Inc.
DAG Media Inc.
Intelligent Life Corp
KBW Inc (Keefe Bruyette & Woods Inc)
Scient Corp
Tenfold Corp
TheStreet.Com
Time Warner Telecome Inc.

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Red Herring lists these as The Hot IPOs (A+ == will trade 2+ above IPO price):

BARNESANDNOBLE.COM
COPPER MOUNTAIN NETWORKS
E-LOAN
FLYCAST COMMUNICATIONS
GOLDMAN SACHS GROUP
IXL ENTERPRISES
JUNO ONLINE SERVICES
MAIL.COM
MAPQUEST.COM
NETOBJECTS -- LOL!
NORTHPOINT COMMUNICATIONS
STARMEDIA NETWORK
THESTREET.COM
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