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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (54929)	8/8/1999 9:11:00 AM
From: Sosmartinov	Read Replies (1) \| Respond to of 120523

Re: Internet dropoff rationale (see Tradelite's post)..to make a pun, I don't buy it. Although unfortunatley I did. If all the usual, recent, suspect theories are correct then you also have to explain the dropoff in good cos that have nothing to do with internet that have dropped off, like CMB, SCH, even NAV has relatively "stalled" when it should be twice its current price. A large supply of nuthin' stocks has little effect, IMHO, on AOL,INKT, even NTBK. It's just a matter of time before the panic wears off, before the intstitutions are done gloating about our losses and they realize there is money in them thar hills. Then this last month (I guess since Apr actually) will look like Oct when MER was available for 39.