Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Net setting & Spearfishing (picks & hot stocks) -- Ignore unavailable to you. Want to Upgrade?

To: John Anderfuren who wrote (2439)	11/6/1999 1:53:00 AM
From: Gary105	Read Replies (1) \| Respond to of 2585

Investment themes: 1. This time of year, beaten down but fundamentally sound mid-cap stocks bottom and can really outperform going into early part of next year. Example - ARX has sold off on announcement of soft earnings in next 2 Qs, starting to recover - in communication/electronics field. Also like TWE on dips - internet brokerage house with best valuation among the internet brokers and insider buying. 2. I think best outperformance will be among quality midcap internet stocks - those with market caps in the few hundred million range with potential to grow into the 1 - 3 billion range (for 5 - 10 fold gain) over the next couple of years. Two stocks I am following are INTM and FATB. INTM has excellent internet site www.internet.com and has small venture arm - similar to early days of CMGI. 2a. FATB currently trades in frequent cycles with range of cycle about 40%. Best time to buy is on dips - maybe latter part of upcoming week as curent dip phase has just begun. Longer term it could be a 10 bagger based on e-matter concept - it is a secure way of publishing on the web - the author sets the price and keeps 50% of sales, FATB gets other 50%. The key will be the growth of e-matter. I think they need about 100,000 documents for it to start contributing in a meaningful way (they are a couple of weeks into e-matter with 3400 documents) and are a couple of Qs away from that and 1 million documents for mega-impact (ie 5 - 10 bagger) - maybe 1 - 2 years. OT - my daughter has just published work on their site: www1.fatbrain.com