I guess BancBoston Robertson Stephens' no longer maintains a market in CheckFree???
The Web Report: Q4 Sneak Previews
October 1, 1999
by: Keith Benjamin CFA
The following article was excerpted from BancBoston Robertson Stephens? "The Web Report", a weekly Internet economy e-letter.
We have been encouraged by the modest recovery in many stocks and anticipate further progress as we near reporting season, with Yahoo (Symbol: YHOO) scheduled to be the first to report on October 6.
Commerce activity appears to be building in anticipation of the holiday season, and we expect that this will serve as a potential catalyst for the sector. We do, however, expect that many e-tailers will use the Q3 reporting season as an opportunity to make sure expectations for Q4 don't get overly optimistic, leaving them insufficient room to post major upside.
With many of the leading stocks still 40% below highs, we believe there is a buying opportunity throughout the group. In our view, stocks with the biggest potential for earnings-related upside and catalysts include Yahoo, MapQuest, Student Advantage, Network Solutions (Symbol: NSOL), Ticketmaster-CitySearch, Priceline.com (Symbol: PCLN) and InfoSpace.com (Symbol: INSP).
Stocks for which we believe earnings releases should confirm strong business prospects and where we believe the stocks are not reflecting the opportunity include Excite@Home (Symbol: ATHM) and Gemstar.
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BancBoston Robertson Stephens maintains a market in the shares of Alloy Online, Inc., Amazon.com, Inc., Ameritrade Holding Corp., Ask Jeeves, Inc., AutoWeb.com, Inc., Beyond.com Corporation, CareerBuilder, Inc., CDnow, Inc., Chemdex Corporation, CMGI, Inc., CNET, Inc., The Cobalt Group, Inc., Digital River, Inc., DoubleClick, Inc., eBay, Inc., Egghead.com, Inc., eToys, Excite @Home, Inc., Fatbrain, Inc., Gemstar International Group, Ltd., Getty Images, Inc., Homestore.com. Infoseek Corporation, InfoSpace.com, Inc., Insweb Corporation , Internet Capital Group, Inc., LookSmart Ltd., Lycos, Inc., Mapquest.com, Inc., Media Metrix, Inc., Microsoft Corporation, Modem Media.Poppe Tyson, Inc., Multex.com, Inc., MyPoints.com Inc., NetGravity, Inc., Net Perceptions, Inc., Network Solutions, Inc., ONSALE, Inc., Preview Travel, Inc., Priceline.com, Inc., Quokka Sports, SportsLine.com, Inc., Stamps.com, Inc., StarMedia Network, Inc.,, Student Advantage, Inc., TicketMaster Online-CitySearch, Inc., US SEARCH.com, Inc., Value America, Inc., Xoom.com, Inc., Yahoo!, Inc. and Youbet.com, Inc. and has been a managing or comanaging underwriter or has privately placed securities of Alloy Online, Inc., Ask Jeeves,Inc., AutoWeb.com, Inc., Beyond.com Corporation, CareerBuilder, Inc., Chemdex Corporation, The Cobalt Group, Inc., Digital River, Inc., eBay, Inc., Egghead.com, Inc., eToys, Homestore.com. InfoSpace.com, Inc., Insweb Corporation, Internet Capital Group, Inc., LookSmart Ltd., Mapquest.com, Inc., Media Metrix, Inc., Modem Media.Poppe Tyson, Inc., Multex.com, Inc., MyPoints.com Inc., NetGravity, Inc., Net Perceptions, Inc., Network Solutions, Inc., ONSALE, Inc., Preview Travel, Inc., Priceline.com, Inc., Quokka Sports, SportsLine.com, Inc., Stamps.com, Inc., StarMedia Network, Inc., Student Advantage, Inc., TicketMaster Online-CitySearch, Inc., US SEARCH.com, Inc., Value America, Inc., Xoom.com, Inc. and Youbet.com, Inc. within the past three years. * BancBoston Robertson Stephens is acting as adviser in a transaction involving this company, and therefore, in keeping with Firm policy, the stock goes to No Rating.
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