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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: Street Walker who wrote (59712)9/6/1999 9:48:00 PM
From: kha vu  Read Replies (1) | Respond to of 120523
 
GUMM and ENDO: are approaching our target prices. Here are a few info:

TheStreet.com Internet Sector index finished the week at 595.82. Goldman Sachs Internet Index closed at 428.39 while the AMEX Internet Index rallied Friday to finish up at 305.47. The CBOE Index of Internet stocks went into the weekend at 458.12. The Munder NetNet Fund shed 0.4% last week to wind up at $39.61. Its current sector distribution is:

Internet Content 26.82%
Telecom Services 11.84%
Computer Hardware/Network 9.34%
Computer Software 7.51%
Internet Security 6.63%
Commercial Services 5.52%
Retail 2.88%
Internet/Retail 2.87%
Electronics 2.21%
Financial Services 1.56%




To: Street Walker who wrote (59712)9/6/1999 11:53:00 PM
From: puborectalis  Respond to of 120523
 
To: Beeblebrox* (2657 )
From: steve harmon - analyst
Monday, Sep 6 1999 11:40PM ET
Reply # of 2665

look - as a wholesale content network i like it breaking into the top 10 according to
mediametrix

on a per share basis it seems attractive but the valuation seems a little rich, look's
fully-diluted market cap was $2.85 billion as of sept 3

at that level i would rather own lycos (nasdaq:lcos) as a more diversified web portal
play