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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (27527)	2/16/2006 1:51:04 PM
From: Bill Harmond	Respond to of 57684

08:41 Internet momentum has returned after a strangely weak December -- RBC RBC Capital says that data points from the second annual RBC Boston Internet Dinner suggest that momentum has returned after a strangely weak December month in both the U.S. and Europe. This bodes well for the ad-driven large caps, such as YHOO and GOOG, as well as small caps like MCHX and VCLK. MIVA and TFSM, yet to report earnings, may have seen pronounced weakness in Europe in 4Q, but should be more optimistic about 2006 given a strong start. Firm prefers YHOO and MCHX, both of which are very attractively valued.