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

To: jjs_ynot who wrote (1768)	11/22/1998 8:50:00 PM
From: Steve Antonelli	Read Replies (1) \| Respond to of 2882

<<< for anyone who hasn't seen this; aol negotiating to buy netscape >>> Whoa!! I'd say this is relatively significant news.... Short term stock price probably favors Netscape, and hurts AOL (I'm long AOL) ...... I wonder what Mr. Gates thinks of this.......

To: jjs_ynot who wrote (1768)	11/23/1998 12:06:00 AM
From: TLindt	Read Replies (2) \| Respond to of 2882

FOR ALL THE NEW BOOKMARKS.. I see we are on the hot list here again on SI...we're gonna take the top spot here in the next day or two IMO, so I'm posting this in advance of the rush. This is for Newbies....we started this thread and after a couple months we thought that we'd not only share ideas but...kinda invest by proxy in different e-comm plays. So we started a common portfolio based on 20,000 Cash. techstocks.com The best producers for us have been the portal sites...next the entities...the on line merchants...followed in red in the portfolio by the companies who facilitate e-comm....ie write the code to make it all happen. By-and-large that's it. Seek Update done....