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Technology Stocks : TOP TEN INTERNET COMPANIES FOR THE NEXT 10 YEARS!!! -- Ignore unavailable to you. Want to Upgrade?

To: RobbRacer who wrote (30)	12/19/1998 12:12:00 AM
From: David Montgomery	Respond to of 202

An idea: Add an item called something like "keep an eye on" or a "watch list." I've been looking at Cyberian Outpost. If they can maintain their growth rate, they could be in the black by the August quarter (think it's their fiscal 1'st quarter of next year). If they can do that, they have a chance to be ahead of players like Amazon. The key element with Cyberian Outpost looks like whether or not they can maintain their sales growth without increasing their advertising budget substantially. At any rate, this category might be an interesting addition to this thread.

To: RobbRacer who wrote (30)	12/21/1998 2:00:00 AM
From: Mark[ox5]	Read Replies (1) \| Respond to of 202

10 picks in no order I did it my sub category because I think you'd want to diversify across sub sectors of the Internet 1) ISPs/Software/Do Everythings I know you have the 1st but it has to be included AOL (1) SUNW (2) ATHM (digital/cable is the future) (3) 2) Advertising Pick one DCLK or TFSM (4) 3) Equipment CSCO (5) 4) Portal YHOO or LCOS (I guess Yahoo if you want to go for "gorillas) (6) 5) Security Love VRSN (7) 6) Chips BRCM (yes this is 100% more of an internet play than INTC) (8) 7) Web Hosting-- a LOT of the big portal companies are moving their servers OUT of the business model (i.e. outsourcing in the internet world is already existing) EXDS (9) 8) E-tailors AMZN (the gorilla) (10) and also pick a second one here as this is where the big bucks will be for those who survive-- to add some spice to your portfolio So thats already 11.... but if the Big 10 can have 11 teams, why not? Mark