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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (25769)	1/8/2000 3:25:00 PM
From: johnsto1	Respond to of 56535

WALK...is it ready for blast off By: SirFye Reply To: 771 by montekern2 Saturday, 8 Jan 2000 at 1:27 PM EST Post # of 777 Don't be jealous: I know you made a buy just above 7, I filled in half my position above there, with a last buy above 8, on margin--so you can imagine how jazzed I was by the late-day action. I'm also rather surprised by myself: Don't use margin much, and my reading of the market as a whole wasn't that we're starting a new bull. I think your reasoning on the stock has been sound all along, and I'm glad I staked my first position before I had wasted time (and money) just sitting and watching. As for the interview with Mr. Lord: He sounded like a smart man with a clear plan. To me, he seemed like he was even lowering near-term expectations a little--pointing out, for instance, that they're a couple of quarters of execution away from profitability or that the university deal is more a demonstration than a revenue generator. What I liked best was his confidence about having a Best of Breed company with a position in exactly the right place (web-enabled B2B). As for whether to buy more, I think the price-volume action the last few days is about as bullish as you could want: Strength in a down market, continued rises on above average volume, confirmed by a leap on Friday amidst the larger tech comeback, impossible without support gathering from big players. And even the fast movement going into the weekend was steady--not a frenzied blow-off. I think it was just a lot of people realizing that the train was leaving the station. Ideally, the stock would burst through 9 1/2 (ca. old closing high), establish a new base above 10, then take off for a good year or two at least, on the way to triple digits, stock-of-the-day appearances, and numerous head-shaking "if you had only put your money in back on January 5..." commentaries. Back on Earth, I agree with you that 14 is the near-term target, and that a company like this in a sector like this can move at faster-than-light speed. I'll be glued to my Streamer Monday morning, and may take another gamble the moment it goes over 9 1/2 on heavy volume. ------ Previous

To: LTK007 who wrote (25769)	1/8/2000 3:30:00 PM
From: johnsto1	Read Replies (1) \| Respond to of 56535

Goldman Sachs on B2B;excerpt from Barrons article today: Goldman projects that B2B companies will reach an amazing $2.5 trillion in market value in the next few years, 10 times the size of the current business-to-consumer market and 2.5 times the current size of the entire Internet sector. Goldman then assumes that Internet Capital Group will command 15%-20% of that $2.5 trillion market, or around $500 billion. Adjust that $500 billion for Internet Capital's average ownership stake of 30% in its 47 investments and the company gets valued at $150 billion. A discounted value of that $150 billion produces a current valuation range of $50-$75 billion, the Goldman analysts say.

To: LTK007 who wrote (25769)	1/8/2000 5:52:00 PM
From: architect*	Respond to of 56535

TA analysis of SBAS from Litwick candlestick chart analysis Day .. Indicator . .......Pattern.. Trend.... Reliability 01/07.. None ..... 01/06.. Three Outside Up ..Reversal.. Bullish.. High 01/05.. Engulfing......... Reversal...Bullish....Moderate

To: LTK007 who wrote (25769)	1/8/2000 7:05:00 PM
From: johnsto1	Read Replies (2) \| Respond to of 56535

Trader J ...Hope you guys with the flu are feeling better.I just added up my week and after a 300% December,in first month back trading,I nailed a 53% last week. Getting better at booking profits-thanks to the pros here- but sill wasting a ton jumping back in undisciplined.thanks.