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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (8260)	6/14/1999 12:01:00 PM
From: Rande Is	Respond to of 57584

XCR, if you want to know the future of DCLK. . .study it's history. Look at their past earnings reports. Look at how many times they have split in the past year. Look at their market share. Look at their competition. . .like TFSM and ADFC. . . then look at the difference in market share between these leaders. When the fund managers jump back into internets. .. which I have no doubt they will do. . . DCLK will be on their list, since it is a clear leader. . .that is why it outperforms TFSM. . .and why YHOO outperforms SEEK. . .and why AMZN outperforms BAMM so consistently. Rande Is

To: xcr600 who wrote (8260)	6/14/1999 2:41:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Hard to tell if today's selloff is due to the bouyout or the fact that everyone is throwing their nets out the window. I guess we have our answer now. . .DCLK is down 18 percent, whereas the rest of the high flying nets are averaging more like 10 percent. Yes, a billion bucks worth of stock creates some dilution. . . but once more, we are talking about DCLK here. 71 3/4 was today's low. . . which is even lower than I expected. . . and still selling pressure, due to CNBC coverage of the merger. . . so it seems to be panic selling on a down day. . .which can lead to some nice sized haircuts. Might be a good one to buy the bottoms and sell the tops. . .short the tops and cover the bottoms. . .scalping it for some extra cash. Loads of volatility. . . but don't forget that this one has shown us that it can bounce back just as fast. Certainly an interesting play. There were many that "promised" me that the declines of internets I predicted would not affect "their" stock. Well. . .this sell-off has taken no prisoners. Rande Is