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To: Bazmataz who wrote (73199)8/11/1999 11:42:00 AM
From: Eric Wells  Read Replies (1) | Respond to of 164684
 
Bazmataz - I'm biased, as I have a very bearish view on net stocks (I have a short position in EBAY as I type and no long positions). However, if I were to think about going long any companies that are doing business on the net, I would think about Microsoft and Wal-Mart. These are definitely not thought of as "net" companies - but they both do net-related business (Wal-Mart is bound to ramp up their net business over the next two years), and I would see a much better chance of generating profits on MSFT and WMT over the next two years than on the classic nets (AOL, YHOO, EBAY and AMZN). JMHO.

Thanks,
-Eric Wells



To: Bazmataz who wrote (73199)8/11/1999 11:45:00 AM
From: Robert Rose  Respond to of 164684
 
<ALL: Thought on which INET is best to go long in this decline? >

gnet is forming good support above 49. It's worth watching from here.

Good luck.


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