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

To: ALTERN8 who wrote (11394)	8/31/1999 11:05:00 AM
From: Rande Is	Respond to of 57584

Oh yes, I like it for long term very much. . .read what I wrote about advertising as being a big winner via the internet. . . the phone company and the ad agencies should do great. . . I am not nearly as bullish about broadbased E-commerce. . . though certain issues will do great. I am also not very bullish on portals. YHOO is good, because it sells its own advertising. . . but those that don't are going to have a harder and harder time generating revs. My guess is that ad revs from banners will decrease in the coming years as the internet growth continues to dilute the leaders. MMPT is in the right place to become a top 3 ad agency, if it isn't already there. . . .and remember, it only takes a few big accounts for the leaders to change. . . just ask anyone that has ever worked on Madison Avenue. Near-term target on MMPT has more to do with volume than price. . . I believe it will get "discovered" soon and will have a million share + day or two. . . once that happens. . .wherever the price ends up is the target. . . in other words, my target is that they get a big volume day or two. . .and that would be where I might consider taking some near-term profits. . . .and wait for pull-back to reload. . . .remember playing long-term holders in near-term plays is sort of a win win play. . . hard to lose, because in the end you still have the stock. . . provided you always remember to buy it back. If I recall correctly, our original buy of MMPT was at 22. . . so we are up 10 points or 45 percent since we bought it about a month ago. Rande Is