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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: carepedeum2000 who wrote (16597)	12/11/1999 11:47:00 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

I am not seeing the money flow or mutual fund accumulation I was hoping to see in both NETP and ENGA. . . We like their technology, but will Wall Street buy it? Remember, just because WE like them, does not mean the rest of the investment world necessarily will. . . .and as far as long-term picks. . .we key off accumulation. . . CIRC is just plain undiscovered, and so is quite speculative. . .yet this recent IPO could explode very soon. . . it is a tracking stock to Snyder Communications, but trades on its own, based on its internet advertising/marketing ventures. ADFC & FCST are tied to CMGI now. MSGI is still an infant, by comparison. DCLK is overvalued, IMO . . .though still is considered the leader. So that leaves MMPT and TFSM as the strongest and best buys in the sector, in my opinion. . . a merger between these two could upset the apple cart and make a third major competitor, along with the CMGI group and DCLK. If no merger, DCLK or CMGI could grab up these last remaining entities. I am beginning to think that the major ad agencies would rather pay for personalized technology, than buy the companies that specialize in it, namely NETP and ENGA. And with the rapidly changing technology, that is probably the prudent move. But it leaves these stocks orphans. So it appears they may be getting passed over as takeover candidates. This is not a prediction. . .merely an observation and hypothesis. I cannot predict which companies will get scarfed up in the internet advertising sector. .. .just that they are going fast and there are very few left. So you can draw your own conclusions. To answer, "what happened?" I would say that NETP support levels were not established, and fund manager accumulation never proceeded. . . .leaving the stock nowhere to go but down. Rande Is