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


To: Steve Antonelli who wrote (1745)11/19/1998 10:12:00 PM
From: TLindt  Respond to of 2882
 
SEEK...we've taken profits on that one a few times usually in the high double digits...the only position we have left was at $25 and something. I'd be up for clearing it out for 25%. The press has been bad...let it blow over and get some $20 SEEK.



To: Steve Antonelli who wrote (1745)11/19/1998 11:04:00 PM
From: jjs_ynot  Read Replies (2) | Respond to of 2882
 
the SEEK sell looks like a good move. another approach would be to replace it with CNWK which seems to be moving toward a position of on e of the top 4 in the portal business or maybe INKT and use excess cash to buy DRIV.