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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?


To: Bobo who wrote (1392)4/15/1998 8:21:00 PM
From: Clam Clam  Read Replies (1) | Respond to of 6974
 
>>internet stocks

News flow is so continuously positive I want to wait until this Microsoft Start stuff comes closer to launch (June). Its supposedly targeted at Yahoo! but I don't want to short Yahoo!. I am a big believer in the internet and I am very optimist on technology stocks long-term. However, it is no secret that if you look at the history of technology stocks, very few make up 95% of the total market capitalization. This implies a lot of losers. Yahoo! however looks like one of the winners. Yahoo! and Excite have won the search engine war. Everybody else is roadkill. It should be easy to find the big shorts, find the ones that Montgomery Securities took public.