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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: swisstrader who wrote (47251)12/17/1999 1:07:00 PM
From: Frederick Langford  Respond to of 108040
 
SKDS in business week A Coming of Age for Dot.Coms
Revenues will rise--and there will be less red ink


....FIND A NICHE. Likely media-company bargains are iVillage Inc. (IVIL) and MarketWatch.com Inc. (MKTW), says Ryan Jacob. IVillage, an NBC company, is a Web site
for women that features relationship, parenting, and health advice, among other things. MarketWatch.com, jointly owned by CBS (CBS) and Data Broadcasting Corp.
(DBCC), delivers daily financial news. Jacob thinks these companies will become leaders in their markets because they are backed by powerful media companies. Both
command premium advertising rates, and their revenue growth stands to more than double next year, though they probably won't post profits. Both companies recently
traded far below their highs of earlier this year.

Van Wagoner likes two niche e-tailing stocks: Garden.com Inc. (GDEN) and SmarterKids.com Inc. (SKDS) Both companies are targeting affluent customers in their
respective markets of gardening and educational children's toys. While Van Wagoner says both companies 'won't make any money as far as the eye can see,' he thinks
their favorable demographics will rapidly accelerate revenues. And with stock prices close to, or below, their IPO price, they're cheap, he adds.


Fred



To: swisstrader who wrote (47251)12/17/1999 1:07:00 PM
From: itie  Read Replies (1) | Respond to of 108040
 
that may be true Swiss, however i have asked you about IFCI several times and have not heard back.



To: swisstrader who wrote (47251)12/17/1999 1:08:00 PM
From: Triffin  Read Replies (1) | Respond to of 108040
 
FWIW .. I'm with you on this issue ..
Playing the 'low floats' is definitely a
two edged sword .. more short term volatility
but more likelihood of a P&D .. I wouldn't
mind seeing the 'quality' of the 'picks'
go up a notch or two .. JMHO ..

Jim in CT ..