To: Frederick Langford who wrote (2261 ) 1/1/2000 11:35:00 AM From: allen menglin chen Respond to of 2908
Since we have suffered big, NETP should reward us HUGE gains, say 250% from $42 in 12 months to $110 -- I think NETP will be #3 winner on the top 10 list. Anyone "good" enough to pick the #1, and #2 from the list, like GNET's 800+% run in 99?! Happy New Year to everyone (including shorts, if there's anyone who dare to short NETP @ 43)! Here is what one YHOO poster's thought -- IF those are the picks by: perfectpick (35/M/MA) 1/1/2000 1:28 am EST Msg: 5060 of 5060 i don't understand about half of them. USIT could be a winner, but personally i don't like service companies. SCOC good company, great margins but has never been a good stock AND it has NO GROWTH. revenues are not growing. that makes a horrendous stock PCNTF i agree with the foreign internet investments but don't know much about them. TRRA same as above NETP of course a GREAT company and one of my top picks i emailed to harmon. AOL always been a great company but my take is that it will be a poor stock. it is hard to see AOL with a market cap of a half a trillion dollars just to earn 200% stock price growth. CNET this could be a good stock RBAK unsure about this one. SPYG could be high risk winner, unfortunately this has been a bad stock and i don't see the TREND changing. overall i don't like these picks IF they are harmon's. i was hoping to see some more growth oriented internet infrastructure stocks. some examples other than NETP would be ARBA, INSP, CMRC, WEBT, INTM, VIAD, VERT, DCLK etc. AND CMGI!!! ============================================================ Performance of Steve's 1999 Stock Picks * Company Ticker 12/31/98 12/14/99 % Change Go2Net GNET $8.84 $87.31 887% Doubleclick DCLK $22.25 $181.81 717% CMGI CMGI $26.63 $205.75 673% GeoCities GCTY $33.63 $255.77 661% Preview Travel PTV $18.44 $56.25 205% Lycos LCOS $27.78 $77.63 179% America Online AOL $38.78 $88.81 129% Xoom XMCM $33.00 $71.38 116% @Home ATHM $37.13 $48.94 32% Beyond BYND $20.75 $9.66 -53% TOTAL BLENDED TALLY: 355% investools.com