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To: rocky haag who wrote (15623)12/13/1998 11:35:00 PM
From: HoyaBob  Respond to of 27307
 
DIS as internet mover: Thanks for great article. I've been long DIS since just prior to its split. It's a great world franchise for obvious reasons, as well as its interest in SEEK. I bailed out of SEEK last summer and didn't miss much. I think I bailed in the high 30's when the DIS stake seemed to confuse Wall Street. BTW, Personal Finance from last issue makes same general point. Talks about DIS, MSFT, CSCO, INTC as value-driven internet plays versus AOL, YHOO and AMZN. As for me, I want to have some stake in all of em!