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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: cm who wrote (382)	4/3/1998 6:28:00 PM
From: TLindt	Read Replies (3) \| Respond to of 2882

End of the Week Finishes......e-Commerce Model Portfolio. techstocks.com I personally did some trading today. Taking some off the table on NTBK. as it hit the 12 month target just days or weeks after the announcement. One thing you can say about the internet...news travels fast. I exchanged some of that profit for some freebie, beat me to death Compaq......a month or so ago the exchange rate CPQ to NTBK was 2 NTBK to 1 CPQ it seemed pricey....today the exchange rate was 1 NTBK to 1.2~ CPQ.....couldn't pass it up. Diversify into out-of-favor has always helped me longer term. Did anybody else make any moves with their holdings of e-Commerce Portfolio Stocks this week......if you did, what did you do?

To: cm who wrote (382)	4/3/1998 9:05:00 PM
From: cm	Read Replies (2) \| Respond to of 2882

Minor Adjustments... Sold some OMKT, not because I'm less than sanguine on their prospects. Just wanted some cash for, of all things, two biotechnology plays which are looking very promising, indeed. (Yeah, I know, BIOTECHNOLOGY?, not exactly my field.) Bought some EGGS in honor of Easter. Not a short-term position, unless they convince me otherwise. Just sitting on CKFR, SEEK, (WAVO, doesn't count here) and ITVU, happily. Sure like this thread. Mighty hospitable and all... Best Regards, c m