To: Rande Is who wrote (11614 ) 9/3/1999 12:17:00 PM From: Kaliico Respond to of 57584
BANCBoston Robertson Stephens call on the inets... This is only first paragraph, for full report use URL for more analysis on ETYS ICGE (my fav B2B repeat swing trade for a 2000% gain over 5 years) PCLN and more The Internet Stock Team REGISTER NOW: To automatically receive the Weekly Web Report via e-mail, please register at www.internetstocks.com. We now offer you the choice of HTML e-mail, which is much easier to read, or the plain text format that you have been receiving. If you would like to begin receiving the e-mail in HTML format, you will need to return to www.internetstocks.com to update your registration. Please select "Update my profile" or use this direct link: internetstocks.com September 3, 1999 The Web Report - Volume 2, Issue #35 Internetstocks.com Overview - Keith E. Benjamin - mailto:keith@rsco.com This week, the NETDEX index fell 7% to 498.145 compared with the NASDAQ's 2% increase. MOMENTUM BUILDING - We expect the whole group will generally rise through September, heading toward old highs by year-end. We expect investors to focus on improving fundamental trends, particularly related to back-to-school and holiday shopping. We've also begun to hear of higher advertising rates, particularly for targeted banners. We find a wider range of stocks appealing and have been trying to focus on a few stocks each week. This past week, ICG and Fatbrain stand out. For the next few weeks, we expect some of the lagging stocks to rebound, including CMGI, Lycos and TicketMaster Online CitySearch. We also want to stick with Yahoo!, as the group's leader, in our view. And Amazon could be the biggest turnaround, in our opinion.