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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: puborectalis who wrote (31056)9/18/1999 10:38:00 PM
From: Jenne  Read Replies (1) | Respond to of 41369
 
BW ONLINE DAILY BRIEFING



STREET WISE by Sam Jaffe September 17, 1999

A Net-Stock Guru Surveys the Cyberscape
Monument Internet Fund's Alexander Cheung talks about where he sees the Net moving now

: What are the favorite stocks in your portfolio?
A: The top five are still AOL, Broadvision (BVSN), Amazon.com, CMGI (CMGI), and RealNetworks (RNWK). Lately we have added some in the business-to-business arena, such as Vertical.Net (VERT) and Commerce One (CMRC). Commerce One is an electronic procurement, purchasing, and supply services company that Web-izes the supply chain.