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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (38469)	6/11/1999 4:36:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 122087

People are too afraid of overpaying like they did..most have gioven up 30 to 40% of recent gains and arent abvout to risk whats left..long term.. JMO One JMO to another, I think that's how the short-term herd will react. But there are more and more institutions buying into the leading Internets. Many will hold. I think a lot of smaller investors (like me) will also buy and hold in amounts they can sleep with comfortably. And the short positions still have to be covered. As for CMGI, I see it as investing in management, not necessarily current book value or operating results. Their success with LCOS and GCTY puts them in the billion-dollar class, along with the potential of their new ventures. And the major bucks they have drawn from other tech companies who bought in to their VC funds. If I was a full-time trader like yourself I would keep alarms on several leading Internet stocks and scalp them long and short all the time. But I just position trade from here as best I can. I will try to get on the private site tonight. Work has kept me busy in the evenings recently. All the best.