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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (15787)	6/18/1999 8:46:00 AM
From: Jeff Jordan	Read Replies (2) \| Respond to of 43080

6/18 VSNT 2 1/4 JMCGS 2 MGIC 10 5/8 ELBTF 8 3/16 STGC 9 1/2 SAWS 46 3/8 QCOM 119 15/16 ESST 10 1/4 RMHT 3 5/8 FCLX 8 SOCR 4 PSFT 17 CDRD 29 SPLS 28 3/4 ATHM 51 5/16 TCAT 55 1/4 CMGI 96 1/2 COFI 27 15/16 AMMB 5 1/2 NXTL 41 1/16

To: Susan Saline who wrote (15787)	6/18/1999 9:15:00 PM
From: AlienTech	Respond to of 43080

News on Net stocks by: bostonsnd I said Tuesday night that the "relief" was real in the internets and they have really made a great move for us. Yesterday Mary Meeker came out and said basically "the worst is over" This lit up the nets again, especially early in the day. Is it an all out buying spree?? No, like I commented on Sunday night…the net rallies won't be as powerful as they were 4months ago because too many people got hurt. I suggest that there are good moves to be seen, but they will be "cautious" runs. That being said, we see some real opportunity but you might need some steel nerves to hang in there. For instance we think PCLN is going to fly on news that AT&T's head of long distance is joining the company. We said last week that one of the few nets that have a "reason" to move is GNET. It has a split coming and Paul Allen had thrown money into the ring for the tune of about 34% ownership. GNET gained 11 Wed and 4 yesterday. ATHM got upgraded yesterday, and this one was terribly oversold. I think over the next few weeks they will gain well. DCLK is one I like going forward because they will definitely make money this year. EXDS who made us so much in months past is looking great. Long term we love PSIX. So what about AOL, YHOO, CMGI and AMZN?? They got hammered in the big sell offs and have already made a big rebound. Again I think there is much ahead of them, especially AOL and CMGI. But I think they will go in spurts instead of huge all out runs. Remember almost all the nets were down so far …up is the only way to go. LCOS, MSPG, ELNK, are all joining the fun for now. (SEEK fell off a bit yesterday because Disney hasn't made a move for them yet, but I predict they will) 207.158.224.126 (performance)