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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Sanjay Mazumdar who wrote (80087)	4/24/2000 10:42:00 PM
From: Spekulatius	Respond to of 132070

Internet Plays - I consider NITE probably the best play. They make boatloads of money of all the daytraders. This trend is not likely to disappear, even in a bear market.its a better play then any of the Internet brokers,IMHO. PE is less then 20 and a buy at less than 25$. From the ISP's ELNK looks at least interesting.ELNK has 600M$ in cash and seems to get on the broadband wagon.I use them personally as a provider and they are fairly good.I believe the big ISP's like AOL and ELNK will survive after the free ISP have burned up their money. ELNK is worthwhile below 11$, IMHO. I also start to like the portals, LCOS and ATHM.LCOS is probably the better play, but still a bit pricey at this point. With about 800M$ in cash they are not likely to crash and burn. 25$ would make a reasonable buy point,IMHO. ATHM is starting to become interesting too but obviously has problems now - 12$ look reasonable here. Anyway, the internet is real but I would look for companies with good execution and reasonable PSR ratio and lots of cash. My buy points are perhaps too high for the crowd here but I tend to buy always a bit early.<G>