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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: RFH who wrote (7798)	6/27/1999 9:05:00 AM
From: ED_L	Read Replies (1) \| Respond to of 18928

Take a look at INPR for new funds: (1) New CEO, (2) Strong momentum; (3) Increasing Volume; (4) New products; (5) Big infusion of cash by MSFT; (5) Most of the Y2K spending is over and a new FY is close allowing cash for new products and software development projects; (5) Stock moving up in a down market

To: RFH who wrote (7798)	6/27/1999 9:06:00 AM
From: JZGalt	Read Replies (2) \| Respond to of 18928

But it may in fact happen with a so-called Blue Chip Internet stock; Blue Chip meaning they have actual earnings! Robert, The safe way to play the expansion of the internet is to buy into companies that sell goods and services to those companies that are building internet websites. I've said this before, but I think it is worth repeating. Last fall I laid out the case for buying communications chip stocks simply because this message goes through at least 10 communications chips between when I post it and you read it. Just think about that for a second. These stocks are up on average over 300% over the past 9 months and there is no sign the top has been reached. confirmatoryanalysis.com The next level up is the actual boxes, nodes, etc. the messages go through. This would be your CSCO's, LU's, NT's of the world as well as the takeover plays in the midsized companies. The next level up after that is the software that monitors those networks. Most of this comes when you buy the boxes, but the more and more complex the networks get and the more and more picky people are about having 24X7 fast access to and from their websites, performance monitoring software is a viable area to look at. Finally we have all heard about e-commerce (and I really sick of that term), but the transfer of funds securely via the internet and to handle those transactions is a growing part of the business to consumer and more importantly the business to business commerce. Here are a few names you might consider: CCRD - Concord Communications develops, markets, and supports performance analysis and reporting software for the management of computer networks. The company's Network Health product family retrieves and compiles network vital statistics, performs extensive analyses of those statistics, and provides graphical reports on network performance. The company's software provides information technology executives, managers, and technicians with the information they need to assess and correct network inefficiencies, make informed network purchasing decisions, predict network failures, and set and monitor service levels. The company's more- than 500 customers include America Online, Ameritech, AT&T, the Department of Commerce, Dow Jones & Company, MCI, and Pfizer. confirmatoryanalysis.com VNWK - Visual Networks Inc. makes wide area network (WAN) service-level management systems designed to improve WAN efficiency and reliability. The company's Visual UpTime software manages service levels of WAN systems by automating the collection, interpretation, and presentation of service-level data. More than 300 customers use the company's products, including Cargill, Delta Air Lines, and FedEx. Visual Networks has procurement and reseller agreements with several telecommunications companies: customers AT&T and Sprint account for about 40% of revenues. Visual Networks has expanded its business to include installation, troubleshooting, and maintenance of ATM networks. confirmatoryanalysis.com FNDTF - Fundtech Ltd. designs, develops, markets and supports a suite of mission-critical, client/server software products which enable financial institutions and companies to electronically process payments, transfer funds & manage their cash positions. confirmatoryanalysis.com CHKP - Network security company Check Point Software is a leader in the worldwide market for firewalls, software that protects Internet- and intranet-connected corporate networks from unauthorized access. Its flagship product, Check Point FireWall-1, is available for Microsoft Windows NT and UNIX server operating systems. Check Point, which went public in 1996, continues to expand internationally and pursue relationships with internetworking and Internet service players. Its products are sold to end users through manufacturers and resellers worldwide. confirmatoryanalysis.com Anyway there are tons of companies that are selling the "pick and shovels" to the '49ers of the internet. You don't have to take a flyer on companies that aren't making money to get a healthy return on your investment. Here is my current watch list: confirmatoryanalysis.com Beware some of these pages take quite a while to load. Confirmatory Analysis.com (still free) is selecting two more companies for our subscribers from that watch list Monday. ---- Dave PS, I have small positions in CCRD, VNWK, FNDTF.