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Strategies & Market Trends : Keep Your Eye On The Ball - Watch List -- Ignore unavailable to you. Want to Upgrade?

To: TFF who wrote (1591)11/28/1999 10:38:00 AM
From: TFF  Read Replies (1) | Respond to of 2802
 
Keep Your Eye On The Ball - Watch List (-ICUB - EDFY +SBEI +ICCSA,+IPO's )
____________________________________________________________
Hot Trends
____________________________________________________________
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Long Term
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Broader market following typical earnings anticipation cycle running from qtr to qtr. The internet sector following typical speculative winter/spring(expansion/distribution) summer/fall(contraction/accumulation) cycle.
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Mid Term
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Y2K psychology wildcard.
winter/spring (expansion/distribution)
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Short Term
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Etailers,Linux,small caps,wireless

____________________________________________________________
Internet Watchlist
____________________________________________________________

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Web Conglomerates
------------------------------------------------------------
E*Investment Pools:
CMGI WCAP SFE BGF RRRR

Portal/ISP's:
AOL ATHM

Portals:
YHOO LCOS INKT CNET GNET INSP STRM GOTO ASKJ PASA LOOK GO

ISP's:
ELNK RCNC GEEK PSIX PCNTF PRGY ONEM CNCX FLAS RTHM FCLX SPDE LOAX ATHY ESPI JWEB VOYN FREE IIJI IGLD NZRO SIFY TRRA KOREA CHINA

E*Communities:
TGLO IVIL EWBX BOUT ZDZ AMEN ALOY SALN INTM SPLN TCTY WOMN

------------------------------------------------------------
Web Infrastructure
------------------------------------------------------------

High Speed Access
WGAT CMTN COVD TUTS RBAK BRKT NPNT NASC HSAC RAMP GSPN ELEC BRCD FFIV NTPA EFNT PDYN CAIS SPDE FCOM PKTR NPLS SPLT NTRO DITC AMPD GBLX ISPD ATON FDRY INAP VIXL DSLN EXTR SOFN AWRE NXTV

Networking Infrastructure
NTSL RDWR LGTO BVEW VRTS VNWK CRDS LVLT KEYN SCMR PRDS JNIC AKAM NTAP KQIP LTNX OPEN PRCM LARS CFLO DDTC SBEI

Fibre Channel
DTLK INPH JDSU MRVC KTEC OPTX POCI ORTL SDLI ETEK ZOOX RFMD ORTC FNSR

------------------------------------------------------------
Web Software And Services
------------------------------------------------------------
E*Biz Hosting & Consulting Services
USWB RMII MFNX GBIX EXDS VRIO IIXL SCNT VIAN RAZF INIT ENGA ARTG DIGX USIT ISLD LIOX LUMT SAPE BWAY CYSV PXCM NAVI DRTN MSGI PMIX ILUM CIRC TMNG

E*Commerce Software
CYCH MAIL OMKT MACR DRIV NTFY SONE CPTH MRBA SILK EPAY PCOR CKFR SILK CYBS BWEB MESG ZIXI SPYG HRBC IPIX HEAR QSFT BLSW IWOV JCDA VIAD PVTL IMAN PMTC ICCSA

E*Custumer Relationship Management(Help Desk) Software
ONXS PREN VNTV RMDY SEBL PRSF AGIL VIGN ALLR ARTG INSO BBSW EPNY EGAN NETP KANA BWAY ESAR MSTG QNTS ININ

E*Biz to Biz Commerce Software
ICGE ARBA CMRC PPRO ASWX VITR NEON TIBX CNKT BVSN CMDX CLIC CLRS ITRA CNQR RETK

E*Security
ENTU VRSN RSAS NETA CHKP SCUR PILT SNWL

E*Audio & Video:
RNWK AHWY LTWO ITVU MCRE VDAT LDIG VCST LATD LQID WPNE ADPL HAUP DGV FVCX LBRT FOTO ITRU IATV

E*Telephony
LHSP VOCL NSPK NTOP ETEL UTCC ITXC PHCM PUMA CLRN AUDC IBAS ASFT

------------------------------------------------------------
E*Commerce
------------------------------------------------------------
E*Advertising & Marketing:
DCLK NSOL TFSM WEBT MMPT MMXI NETO APLN ACRU CBLT CGLD IWIN JPTR NCNT MYPT BFRE NTCR CLAC LFMN XACT DIGI

E*Brokers:
SCH TWE EGRP AMTD DIR NDB NITE SWS JBOH SIEB TRAC ABWG LINE MHMY WEBS

E*Investment Banks:
FBR WITC

E*Banks:
NTBK BTOB USAB ORCC SCAI DGIN NETZ CAPX

E*Mortgages:
FNCM EELN MDCM AHMH HMSV

E*Loans & Credit Cards:
NXCD

E*Real Estate:
HOMS BAMB HMSK

E*Insurance:
INSW QUOT

E*Financial Info:
TSCM MKTW MLTX DBCC HYPR TSCN EDGR INFO ONES HOOV

E*Law
LOIS

E*Biz to Biz Commerce:
VERT

E*Tailers/Auctioners/Malls:
AMZN EBAY EGGS UBID BIDS PCLN IMAA VUSA SKYM IBUY

E*Tailers:
COOL MZON BYND TURF ETYS FASH ZANY CYSP BFLY QKKA BGST ELBO GDEN ASFD SPNW IGOC NAVR

E*Books & Magazines
BNBN BAMM FATB ROWE

E*Groceries:
PPOD SLNE WEBV

E*Drugstores:
DSCM PLRX VSHP

E*Music & Video:
MPPP EMUS HITS KTEL PTET NETR LAUN BBI

E*Flowers:
EFTD FLWS

E*Information Services:
TMCS SRCH EGOV MQST TIXX OPAY

E*Postal Services
STMP ESTM

E*Autos:
AWEB ABTL NVDC AN

E*Travel:
CTIX FLYR IFLY TSG EXPE GTHR

E*Job Search & Recruiting:
CBDR TJOB HIRE HOTJ HHNT TMPW

E*Health Services:
MCNS HLTH ONHN PTEK MATR KOOP CARI CYBA MSCP TZIX AHTC

E*Communication Services:
EFAX MAIL CTCH JFAX YESM


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