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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rock_nj who wrote (11144)	8/23/1999 3:53:00 PM
From: Baton	Read Replies (1) \| Respond to of 57584

Rande: OCOM is about where we "SAMED" it. Do you like it @2 3/4?? Baton

To: Rock_nj who wrote (11144)	8/23/1999 4:38:00 PM
From: Rande Is	Read Replies (4) \| Respond to of 57584

. . . . . . Critical Factors on Internet Stocks. . . . . . Last years 4 and 5 baggers are not this years. . . and we want to be where the biggest gainers are. Stay ahead of the market. . . and don't get stuck buying the same old names over and over. The internet has changed. . . and the Next Generation Internet will really change. . . . .Already we are seeing. . . Free PC, when you watch advertising. . . Falling prices on xDSL services leading to lower revs by baby bells and others bringing it home. Free Internet Service, for signing on to look at advertising. . . Free Information services and communities with banner ads. . . Free phone service over the internet, when you log onto certain sites. . What do these have in common? Advertising Internet advertisers are the ones I expect will make some of the highest profits in the internet sector in the coming years. By contrast, portals, ISPs and virtually any company that charges a fee for their services, with regard to the internet. . .may be challenged with increased competition and decreasing 'perceived value' in the services they represent. And I am not alone in my thinking. Look at how these internet advertising stocks outpaced the rest of the market, including portals: FCST + 10.2% MMPT + 8.5% TFSM + 8.4% ADFC + 4.2% By comparison. . . AOL +3.0%; GNET +1.8%; LCOS +1.8%; SEEK +1.8%; MSPG +1.5% Others that we follow regularly outpaced the market today including: LQID +14%; EXDS +8.2%: VRSN +9.1%; ATHM +6.0%; BRCM +5.44%; CNET +7.0%; QCOM +5%; ANTC +6.55%; GIC +4.3%; CNXT +3.8% Can anyone tell me what these stocks have in common? Rande Is