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Technology Stocks : Excite [XCIT], an exciting stock to own in 1999! -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (704)	12/22/1997 10:37:00 AM
From: TLindt	Read Replies (1) \| Respond to of 3183

What's your take TL I'm with Steve Harmen on this, doc. What's Hot In 1998? "Steve, how about a shopping list of your top Internet stocks picks for '98?" Reply: We don't make recommendations per se on specific stocks but will certainly be watching the security software sector and firms such as CheckPoint (NASDAQ:CHKPF - news) , Axent (NASDAQ:AXNT - news) , Trusted Information Systems (NASDAQ:TSIX - news) ; also, database software may become louder on Wall Street's radar as these companies could take center stage in Internet commerce. After all, what's Amazon.com but a fantastic front end built around a book publishing database? Look for search and navigation hubs to be acquired by old fashioned media giants or broadcasters. If News Corp. was going to pay $450 million for PointCast what would it pay for Excite (NASDAQ:XCIT - news) or Lycos (NASDAQ:LCOS - news) with an order of magnitude more users? What the Time Warner, VIACOM and Disneys will (hopefully) realize is that the Web networks are the new media positions to be in. Between Yahoo (NASDAQ:YHOO - news) and these others they are effectively the Internet for millions of people every day. More on 1998 in a future Internet Stock Report.