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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kaliico who wrote (29212)	7/10/2000 11:12:38 AM
From: Wendisman	Read Replies (2) \| Respond to of 57584

10:53 ET DoubleClick (DCLK) 32 7/16 -3 1/2 (-9.7%): Shares of Internet advertising stock under pressure amid reports company lost a client to Engage (ENGA 13 1/2 +1 7/16).

To: Kaliico who wrote (29212)	7/10/2000 11:46:52 AM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Kal, ENGA is a good timing play. . . buying the bottoms. . . then holding for the pops. . .then turning short. . . and repeating. . .FNSR is another that works well that way. These two pop often. . .yet always get shorted back. . .making good rolling trades. In the internet advertising sector, we have many opportunities. . . DCLK is cheap. . .TFSM is real cheap. . .NETP, ENGA and MMPT are extraordinarily cheap. . . relatively speaking of course. CMGI is part of the problem. . . it is the clear internet advertising leader [among other things]. . .yet it has had trouble getting out of its own way of late. . . .but there is little doubt that the one revenue stream that is sure-fire in the internet sector is advertising. The only question is 'when will the street "remember" this fact?'. . . .they tend to do so about once each year. . . which pops the whole sector. Is it worth the wait? Perhaps. . . . Just because B2C internet E-Commerce has had difficulties, does not mean that the internet didn't work. . . .not by a long shot. It just means we must look other places to notice the difference it is making. We all knew that B2C E-Commerce would eventually fail for many companies. . . I predicted it last summer. . .but there is still a growing amount of various types of commerce happening on the net. . . it is simply diluted across the board. . . so few single "internet only" companies are doing great at this time. . But perhaps the real winners in the internet race will not be the obvious candidates like AMZN or PCLN. . . but IBM, as evident in my earlier post. . . or GM. . .or American Airlines. . . or Office Max. . . as many companies are making the internet "work for them". . . getting leaner and more efficient. . . reducing waste and loss. . .and increasing revs. . . with a new way to ADVERTISE, MARKET and RELATE to potential customers. And quite possibly the biggest impact of the internet will be the 'shift of customer perception and loyalty'. Instead of being loyal to a retailer as in the bricks and mortar old economy. . . customers now can pledge loyalty to brand names and stay in touch with the manufacturer. . .and eventually buying directly from them. . . [if not the main equipment, certainly the impossible to find accessories]. . . I do this with Sony now. Though I buy at both BBY and CC, I am forced to buy accessories directly from Sony. . .as it does not pay for retailers to stock many of the high priced accessories. . . . and with downloadable support, fixes, upgrades, etc. . . a rapport is developed between the manufacturer and the end-consumer. This is a significant dynamic that should not be ignored when considering E-Commerce, Manufacturing, Wholesaling or Retailing and other sectors. E-Food for thought. . . Rande Is