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To: KailuaBoy who wrote (20225)3/22/2000 8:53:00 PM
From: MIKE REDDERT  Read Replies (1) | Respond to of 29970
 
News + Habitual Shorting on Open + CNBC Mention + Daytraders + Denial by Amateur Daytrader Shorts + MM's seeing Opportunity to Screw Said Shorts = POP

Simply put, we saw a snowball effect today. IMO, the news was no big deal... seasonal.

Mike



To: KailuaBoy who wrote (20225)3/22/2000 11:15:00 PM
From: Solid  Read Replies (1) | Respond to of 29970
 
Remember...'Al Sleet here, your hippie dippie weather forecaster. Today will be light out until later in the day when it will grow gradually darker, progressing to a period of total darkness that will last until dawn. This will give way to gradually increasing brightness that will progress to bright daylight and again last the entire day. This trend should continue for the next several million years.

This spring it will be warm. This will be followed by a period of increasing warmth and hot weather in the summer. That will be followed by a gradual cooling trend until winter when it will be cold. This trend should also continue for the next several million years.

Looking at the radar, I see a line of thunderstorms extending from Hobboken N.J., northeast out across Long Island, but what's this? The radar also shows a line of incoming Russian ICBM's so, a, I wouldn't sweat the thunderstorms folks.'

G. Carlin '66

Shorten the trends, substitute the market and you have the crystal ball...look outside and see what it is doing, know the general tendencies and you have something to take to the bank. Even the nukes fits, you can't take it with you and they say in the end it's the blink of an eye.

I believe it went up today because Mr. Case loaded up on his shares of @home. How many million do you think he owns?

Last week I saw Blodgett from ML interviewed on Bloomberg. He'd tout Vader for ruler of the planet if he saw money in it. Too self-pumped and prejudiced for my liking. Touted as the hero who called the internet plays. He called AOL as a rise to what $75? That is the reason AOL is rising. It only needs a rec. from one of the lords of the underworld then others jump on with their upgrades and hey, instant party, instant big bucks. They love this stock...it has BRAND RECOGNITION most definately. And with these money hounds on the gravy train, it is their cash cow. I suppose the best we can hope for is that with time the same hype and recognition may come our way.



To: KailuaBoy who wrote (20225)3/23/2000 2:28:00 AM
From: Ted Resnick  Read Replies (3) | Respond to of 29970
 
I think the Media Metrix #'s definitely helped. The big test
is if they can sustain their growth in March and April. (I
already expect that Mother's Day should bring another big
BlueMtn boost in May.)

Looking at the top 7 web properties, it is clear that ATHM
had a great month, especially in terms of building a bigger
gap between the top 5 web properties and the rest of the
pack - 9 million visitors separated the 5th and 6th place in
Feb vs. 3 million in Jan.

Network Jan Visitors Feb Visitors Difference %

1. AOL 56,457 57,601 1,144 2%
2. Yahoo 44,258 45,488 1,230 3%
3. Microsoft 42,673 44,007 1,334 3%
4. Lycos 31,404 31,572 168 1%
5. At Home 25,439 30,191 4,752 19%
6. Go Network 22,666 21,297 (1,369) -6%
7. NBC Internet 16,700 16,464 (236) -1%

Looking at individual site rankings, there was a big jump
for BlueMtn, but Excite also added 1.5M new unique visitors
to their count. And Excite shows a much larger growth rate
than their competitors.

Site Jan Visitors Feb Visitors Difference %

Yahoo.com 43,338 44,698 1,360 3%
msn.com 34,170 36,184 2,014 6%
aol.com 31,376 31,628 252 1%
go.com 20,334 19,487 (847) -4%
lycos.com* 17,926 27,121 9,195 51%
Excite.com 14,060 15,552 1,492 11%
bluemtn.com 13,014 16,554 3,540 27%

* I believe the jump in Lycos visitors is due to a switch in
their domain structure to lycosproperty.lycos.com i.e.,
tripod.lycos.com instead of www.tripod.com. I could be wrong
though.

Also, there may be other sites that showed a large
percentage increases. I picked these just as a point of
comparison.

Can't understand why longs would downplay these numbers.
What would you say if there wasn't this kind of growth?

Cheers,

Ted

Sources -
mediametrix.com
mediametrix.com