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To: MeDroogies who wrote (11973)9/17/1999 10:29:00 AM
From: bob  Read Replies (1) | Respond to of 19079
 
My eyes?!! 1,500,000 went through at the ask @ 10:26est.



To: MeDroogies who wrote (11973)9/20/1999 11:24:00 AM
From: Paul van Wijk  Respond to of 19079
 
MeDroogies

I believe the Goldman & Sachs report is what will drive the
market the next quarters. Not the Nasdaq alone, all so the
Dow Jones-stocks will have to come with an E-Commerce
strategy.

I believe it is not a coincedence that MSFT missed the
software-rally lately. Two years ago they were the
bellwether for the sector.
But the fundmanagers with big stakes will have to unload
one step at the time.

Same for other stocks that haven't a bright future in the
new era. I'm sure that the Goldman & Sachs-report is on
top of the agenda at all the fundmanagers. Except for the
stupid ones. So we will see a lot of unloading step by
step the next few quartes over the "losers" in the new
era and a lot of buying in "the winners" of the new era.

B2B means that the big boys jump in. Not only the ICT-sector,
all sectors have to focus on the web and came up with a good
strategy.

So forget the dot.coms. They will plunge because they are
much more ways to play the net. And because the big boys
come in, the little ones will be smashed. Look for example
E-Bay.

Anyhow, we'll see.

With regards,

Paul