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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: Sosmartinov who wrote (60237)9/9/1999 8:00:00 AM
From: vestor  Read Replies (1) | Respond to of 120523
 
NITE - a preview of the 9/27 Fortune mag. shows a positive story on this company. The article is on the NITE thread. They are also advertising on CNBC and Bloomberg. With summer over, given the above and some better volume this companies stock has the lpotential to move back up. IMHO.



To: Sosmartinov who wrote (60237)9/9/1999 8:52:00 AM
From: kendall harmon  Read Replies (1) | Respond to of 120523
 
PPDI-- pos comments from both Volpe Brown and ING Barings this morning. Both reiterate strong buy ratings on PPDI. ING Baring says that CVD problems are "company specific" and notes that an upcoming catalyst for the group will be a 9/21 meeting between QTRN and analysts.



To: Sosmartinov who wrote (60237)9/9/1999 9:26:00 AM
From: Susan G  Read Replies (1) | Respond to of 120523
 
IIJI, AGIL, SSSW, STRM comments from Steve Harmon

-harmon.com's
NetStock! by Steve Harmon
ceo of e-harmon.com
"for the internet investor"
e-harmon.com
___________________________

Some of the soundings from the boards:

"Hi Steve,

You were right on, again. With today's announcement by Digital Island
(ISLD), do you have an updated opinion on this stock. Thanks, Richard"

=> reply: isld - i always hunt for value and saw it early on with digital
island; i think isld may have more room based on the underlying business it
already has lined up

the web hosting sector in general is hot but i wait for isld to gain at
least 1/3 of exds' value over time
---

The Four Musketeers Redux

"Steve:

IIJI

AGIL

SSSW

STRM"

=>reply: Less is more. How about this reply--
iiji - fully-valued after the recent run, with competition coming from
japan telecom and softbank

agile - at current valuation levels this one looks like it has promise to
me, the market it serves in business to business may be huge

sssw - silverstream's software packages are compelling but the stock for me
is not

strm - starmedia could very well be the yahoo of latin internet, i remain a
believer at this juncture