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

To: AugustWest who wrote (1696)	11/10/1998 9:00:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2882

The water appears to be getting a little frothy lately. Look at eBay and KTEL.

To: AugustWest who wrote (1696)	11/10/1998 9:02:00 PM
From: jjs_ynot	Read Replies (2) \| Respond to of 2882

Dragging some IPO's out of the woodwork: biz.yahoo.com

To: AugustWest who wrote (1696)	11/10/1998 9:06:00 PM
From: TLindt	Read Replies (1) \| Respond to of 2882

>>>are you thinking we may have hit a top to this run lately? Sure sold off fast the last half hour of trading. lcos took out its highs, I am hoping there is enough left for xcit to do the same. Just being prudent...we're at 23K started, with 20K 9 months ago in a volitile segment...most won't touch. I'm not after absolute top or bottom...just a good return. That excite 118% looks good to me. If you get into a habit of taking only high double digits and trips you get high doubles and trips. We probably cost the portfolio 20% by not managing it like our own...and you know what I mean there. Time to clean the table and trips are suspect. We could trim a lot of others too....no need to be greedy. Pick a few tonight to cut by a third....we'll get something cheaper later..if not the same thing.