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Non-Tech : AMERITRADE HLD A (NASDAQ:AMTD) -- Ignore unavailable to you. Want to Upgrade?

To: Rob C. who wrote (1442)	11/6/1999 8:44:00 AM
From: Juergen Luellig	Read Replies (1) \| Respond to of 1848

Hi Rob, what is your opinon about AMTD? Your target for AMTD in the next few weeks? Is there a chance to go over 30 $? Juergen Luellig Germany

To: Rob C. who wrote (1442)	11/6/1999 3:25:00 PM
From: Esway	Respond to of 1848

ROBERTSON STEPHENS SENIOR E-FINANCE ANALYST SCOTT APPLEBY Discusses Ameritrade (AMTD), ETrade (EGRP), InsWeb (INSW), and Knight/Trimark Group (NITE) cheetahmail.com (Wednesday, November 3) Appleby discusses online trading pioneers Ameritrade and ETrade. Noting Ameritrade's strong brand, low-cost provider strategy, and steep ramp up in marketing expenditures in the coming year ($200 - 250 million, 4 - 5 times more than last year), he expects tremendous acceleration in account growth for Ameritrade. He tells why he would like to see and expects to see Ameritrade spread its wings a bit to offer a broader range of products and services. He outlines E*Trade's moves to offer a broader range of services including mutual funds, insurance, and banking, moving toward becoming a super financial portal. He believes the cross-sell opportunities are better online than offline, and that the more financial services offered by a portal, the greater the leveraging of its infrastructure, technology, marketing budget, and customer base. Appleby tells why he feels the auto and health insurance businesses are natural fits for the web. He tells why there has been low traction in moving insurance forward on the web, and where and why he expects a steep ramp up in insurance revenues via the web. One of Appleby's favorite names in e-finance is InsWeb, which he says is far and away the leader in the web auto insurance market, with good revenues, operating acumen, and branding. He predicts that once InsWeb installs its real-time technology, the company will be even further ahead of its lagging competitors. Feeling InsWeb is significantly undervalued at its present $16+ level, he has price target of $33-35. On Knight Trimark, Appleby expects, within the next twelve months, the stock could rise easily 50% higher than it is today. Among the reasons for his positive outlook is the growth he expects in trading volume by both individual investors and institutions. According to Appleby, fueling growth in trading volume among individual investors are growth in the number of online brokerage accounts and the increased frequency with which a person tends to trade when switching from offline to online trading, which he cites as a three-fold or even 5-fold increase. In addition to the growth in trading by individual investors, Appleby expects trading volume to increase among institutions as well due to increased ease in trading provided by the new technologies.