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Technology Stocks : Lycos -- Ignore unavailable to you. Want to Upgrade?

To: Mike Farrar who wrote (913)	8/20/1998 2:08:00 AM
From: SkyDart	Read Replies (1) \| Respond to of 2439

>>Lycos is not going up tomorrow. The stock is up 20% in 2 weeks>> You may want to look at the MACD to determine how likely it is [or is not] for a stock like lycos to rise. The MACD indicator has been remarkably, albeit not 100%, accurate in the past on lycos and the other major Portals. Now it is signalling a strong buy. If you notice the chart, the last time lycos was at this level, having risen already 20%, guess what it did? Did it drop because it had risen "20 points in 2 weeks"???? NO; IT ROSE ANOTHER 20 POINTS THE VERY NEXT DAY!!!! Is it possible lycos will drop tomorrow [ie sell on the news]? Sure, but is it likely? IMO not very. Just my 2 cents. Good Luck, Jeff

To: Mike Farrar who wrote (913)	8/20/1998 9:50:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 2439

It's up against the market today - although most of the move has likely taken place already (buy the rumor, sell the news). Many internet stocks, like Amazongonenuts.com, are retail driven stock plays - the more they gain widespread visibility in the media through advertising and articles, the more the stock is driven, often to manic "tulip bulb" levels. That's great for the stock price in the short-term but could be disastrous in the long-term. Amazon's gamble has been that spending huge sums of money will buy them a permanent level of brand awareness that will somehow translate into profits. So far they have engineered a fantasticly efficient way to loose a fortune and rack up debt and options commitments that will be a drain on profits for several years. Fiscally, Lycos has taken a much more conservative approach to growing the business. They aren't buying widespread recognition in our media crazed socitey, but they have a much better chance of being competitive in the long-run and showing profits, IMO. Maybe waiting for a pull-back makes snse. I like the idea of shorting or selling calls against Amazongoneamuck.com and buying Lycos. Given some time, AMZN will fall from fairyland and Lycos will get greater recognition trhough what realy matters - bottom-line performance.