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

To: Rande Is who wrote (11206)	8/25/1999 2:19:00 PM
From: ALTERN8	Respond to of 57584

BYND going higher now with AOL news.

To: Rande Is who wrote (11206)	8/25/1999 2:28:00 PM
From: CAPTAIN MORGAN	Respond to of 57584

My broker tells me TGLO signs a deal a deal with Roadrunner. News just hit he picked it up on Bloomberg system. Still not much movement in price. You and thread may want to take a look. I bought @ 11.

To: Rande Is who wrote (11206)	8/25/1999 2:32:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Daytraders: IDTC ripping on Joe Kernan discussion of their investment in NTOP as of yesterday's close would be worth 36 bucks to IDTC. Up 3 from 25 on this word on short-covering. . . could pass 40 today. Rande Is

To: Rande Is who wrote (11206)	8/25/1999 10:45:00 PM
From: DlphcOracl	Read Replies (3) \| Respond to of 57584

Rande Is: Another thought on Internet stocks... Aside from the broadband players, another way to "skin the cat" might be to buy the few pure foreign internet stocks that are NOT traded in the U.S. as ADR's. Although I am not a great devotee of the popular financial journals, every now and then there is an intriguing article that makes inherent sense. In the September 1999 issue of Smart Money there is a brief article on pg.56 entitled: "Finally...Europe.com." It makes the point (correctly, I believe) that because Europe is several years behind the U.S. in terms of internet usage and companies utilizing the web effectively, a few pure European internet stocks who are at the forefront of bringing this technology to Europe are poised to appreciate significantly. The article mentions two specific stocks: (1) Atos (Paris:SAX,$111) -- a French information technology-services firm, and (2) ConSors Discount Broker (Neuer Markt: CSO,$84) -- the E*Trade of Germany. The beauty of these stocks is that because they do not trade in the U.S., they are not influenced by day-trading and do not have the extreme volatility of U.S. internet stocks. Rather, they have only the tremendous growth and potential that fledgling U.S. internet stocks had three years ago when there were only a handful of U.S. Internet stocks, all with low floats. The most promising of the foreign internet stocks, hands down (IMHO), is still the Japanese internet conglomerate Softbank (SFTBF). If you like CMGI, imagine an identical firm with better and more diverse internet holdings, with a huge lead in the Japanese internet market, with a much less extreme valuation. If it ever offers ADR's in the U.S., a distinct possibility, the stock will explode. These stocks can be purchased through Schwab and major brokerage houses such as Merrill Lynch and Salomon Smith Barney. I keep a smaller account at SSB for just this purpose and for access to quality institutional research. I picked SSB because of their analyst strength in the telecommunication sector. Although I am NOT touting the large brokerage houses, they do occasionally serve a useful investment purpose and should not be summarily dismissed.