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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (32601)	11/6/1999 1:16:00 PM
From: donald sew	Read Replies (1) \| Respond to of 99985

Robert, Whats the point.

To: Robert Rose who wrote (32601)	11/6/1999 6:01:00 PM
From: Les H	Read Replies (1) \| Respond to of 99985

Thanks for your post. I maintain a list of inet groupings. Several of those former leaders are in subgroups which are laggards. I'll provide a breakout for the overall internet sector and the subgroups below since the August 10 base low: Low Friday Close Gain/Loss Internet Sector 927 1613 + 73% Content Aggregators 1960 3016 + 51% AOL, YHOO, other general content portals Financial Services 903 1212 + 33% SCH, NDB, EELN, NTBK, etc. Access Providers 1245 1607 + 29% ATHM, CNCX, ELNK, MSPG, PSIX, VRIO, etc. Since I screwed up the font or phont, I will have to repost. Sorry about that.

To: Robert Rose who wrote (32601)	11/6/1999 7:59:00 PM
From: Les H	Read Replies (1) \| Respond to of 99985

Back to re: internet industry groups Several of the leaders that you listed besides AOL have been laggards. Notably, those in search engines/portals (also known as content aggregators) and the ISPs. Below are the groups broken out with a partial listing of component stocks: INTRCONT General Content Provider AOL,CNET,GNET,INKT,INSP,LCOS,SEEK,VERT,XMCM,YHOO INTRFINL Financial Services AMTD,EELN,EGRP,NDB,NTBK,NXCD,SCH,WITC INTRISPS Access Providers ATHM,CNCX,ELNK,HSAC,MSPG,PSIX,VRIO INTRMISC Miscellaneous Services APNT,CMGI,CYBS,DIGX,EGOV,EXDS,FFIV, HRBC,ISLD,NSOL,PXCM,SAPE,SCNT, SE,USWB,VIAN INTRMKTG Marketing Services ACRU,ADFC,DCLK,ENGA,MMPT,MMXI,NETP,WEBT INTRRETL Consumer Retail ABTL,AMZN,BNBN,CDNW,EBAY,ETYS,TMCS INTRSEC Security AXNT,CHKP,ENTU,ISSX,NETA,RNBO,RSAS,VRSN,WGRD INTRSOFT Software ALLR,ARBA,ARTG,BVSN,BWEB,CLRS,INTW,MACR,USIX, VIGN,VRTY INTRSPEC Niche Content Provider ADBL,CHINA,ITVU,MKTW,NETS,SPLN Prior 1999 High Recent Peak Date Price Aug 10 Low Date High Friday Close INTRCONT 4/09 4371 1960 (-55%) 10/07 3268 3134 (+ 60%) INTRFINL 4/14 2359 903 (-62%) 8/26 1275 1212 (+ 34%) INTRISPS 4/13 2850 1245 (-56%) 10/12 1680 1607 (+ 29%) INTRMISC 7/16 1224 784 (-36%) 11/05 2106 2003 (+155%) INTRMKTG 4/13 1182 543 (-54%) 10/12 946 1142 (+110%) INTRRETL 4/14 4898 2414 (-51%) 10/11 3804 3358 (+ 39%) INTRSEC 1/20 345 209 (-39%) 9/15 295 281 (+ 34%) INTRSOFT 4/14 679 409 (-40%) 10/12 780 978 (+139%) INTRSPEC 4/13 602 292 (-52%) 9/10 468 483 (+ 65%) The froth is primarily in the stocks of those companies viewed to be selling services (consulting, software, marketing, etc.) and products (networking equipment) to the spenders (content providers, ISPs, and retailers). >>>>What a screwed up system, I edit the post and it changes >>>>font to float from fixed.