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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Scrumpy who wrote (72785)	11/22/1999 12:58:00 PM
From: Jenna	Respond to of 120523

Now a word on a old favorite.. marketgems.com stock #8 WL 11/22 is doing a "NTAP" dance. Strong Short & Long Term Growth & Tech Ranks, Earnings growth phenomenal, Sales, Cash Flow everything.. Short term technical rank is now in a small pullback reminscent of NTAP right before its earnings report. Earnings are out on Tuesday.. This should be watched precisely BECAUSE it is pulling back. NTAP pulled back and exploded after its report. All sellers are being drained out today...

To: Scrumpy who wrote (72785)	11/22/1999 1:59:00 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 120523

Scrumpy, IVIL -- Yes! LOL Management completely mystifies me -- I definitely rank them near the TGLO level for incompetence. Did you see Candice Carpenter in the NYT interview this weekend? Basically, all she did was complain about having to work too hard to get a company off the ground. Their acquisition strategy has been shaky at best. Returns on their massive advertising campaigns are ambiguous so far (MediaMetrix numbers unimpressive, but the company claims MediaMetrix is undercounting). Despite all this, there are two things I really like about IVIL, and that's why I'm in for a trade: (1) The company is able to turn traffic into revenues at a far higher rate than almost any other portal company. The ability to "monetize" visits is important. (2) The women's market represents a huge opportunity -- far bigger, I think, than most analysts realize at this time. Women will soon make up a larger proportion of the online population than men, and I recall seeing a study recently that says women tend to respond more frequently to online advertising than men. Already, female shoppers spend about 75-80 percent as much online as men, despite the fact that men typically are more comfortable with Net technology and the fact that far more etailers to date have targeted male shoppers than female shoppers. If IVIL management ever gets its act together, this will be an extremely valuable company -- a steal at current levels. IVIL has a great market opportunity. My problem with TGLO, in contrast to IVIL, is that I don't see how the business model would work even if management was superb.