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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: James Strauss who wrote (1089)8/20/1999 11:03:00 AM
From: Phil Jacobson  Read Replies (2) | Respond to of 1316
 
Hi all,

I apologize for being off the thread most of the last few months - just been extremely busy and not really seeing any end in sight. Will continue to share trades with you...

I still have INIT, and believe in their ASP and hosting model. It looks like the market's going to take it's time getting on board though. Please move this to long term picks.

In its place please add ETYS at 41 1/2. Super web site and company - I did all my toy shopping last Christmas on the site - and I mean ALL of it. My kid is 7 and can easily find his way around. Everything's categorized beautifully and they have a great search engine. For parents this is a great way to avoid the mad rush at toy stores, especially during the holidays, and their recent IPO should fund a lot of good mass market advertising this year.

ETYS stock hit $85 at the IPO, then went as low as $28. I think this will be a killer stock to own over the next year, although it'll have its ups and downs.

Phil