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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?


To: Susan Saline who wrote (28337)1/3/2000 1:58:00 PM
From: AlienTech  Respond to of 43080
 
The difference is the growth rate and margins, webhosting is easy to do with low margins, while asp's need specialised equipment with a lot of support. Like EXDS does EGRP, now since both EGRP and YHOO and INIT are owned by softbank.. While EXDS isnt.. If softbank moved YHOO and EGRP over to INIT.. well.. especially since INIT says they are softbank usa.. well.. hmmm.. All depends if softbank us gets fired or not. If it werent for all the politics between the japanese and merryl lynch INIT would already be at 100+, considering merryl lynch also downgraded softbank.. who knows.. too many things to figure out. But it looks like mama lynch dont like the japs coming over into their turf..



To: Susan Saline who wrote (28337)1/3/2000 1:59:00 PM
From: BarbaraT  Read Replies (1) | Respond to of 43080
 
Sue ... dare I mention it to you yet again. ... RFMD, RFMD, RFMD!!!!