To: TFF who wrote (511 ) 1/11/1999 5:24:00 PM From: TFF Read Replies (2) | Respond to of 2802
Final Frontier Watchlist(updated + SHRP): Market Mood: Rotation seems to be setting into the internet sector. Expect second tier and third tier net stocks to run. Overall market mood still very good. The january/febuary pump followed by the march/april dump? Factors Effecting Market Mood: The Fed/Bonds - might be an issue Many net IPO's - not an issue yet Net Bubble - an issue Seasonal retirement savings inflows to mutual funds - effect beginning Japan - non issues so far Impeachment - non issue so far Iraq - non issue so far Y2K - non issues so far MSFT trial - non issue so far Anticipation Trades: DBCC/MKTW ownership to go public in 14th?, CMGI split on 11th, YHOO and INTC report 12th, Donaldson, Lufkin & Jenrette Internet Conference Jan. 13-15,INKT 14th,Greenspan speaks on 20th,ATHM 20th,XCIT 21st,CYCH,EBAY 26th,MSPG 27th. Gaps Trades Tomorrow: Hot Today: (+10%>)E*Portals, E*Fiancials, E*Audio Video (-10%>)none! Hot Yesterday: (+10%>)LCOS GNET INSP PQT DBCC NITE JBOH AAGP PTVL FLYR NSPK IDTC RNWK BCST NAVR AHWY CYCH NSOL GCTY XMCM AMEN (-10%>) none! Final Frontier Watchlist Itechstocks.com Final Frontier Watchlist IItechstocks.com Final Frontier Graveyardtechstocks.com Sector Trades - Internet Sector: Portals: YHOO AOL SEEK LCOS XCIT INKT CNET GNET NSCP INSP ISP's: MSPG ELNK ATHM RMII RCNC GEEK E*Financial Services: EGRP MKTW PQT MARG NTBK DBCC TRAC SCH NDB SWS SIEB JBOH NITE TSCN E*tailers: AMZN SKYM KTEL CDNW NTKI PPOD EWBX COOL EGGS CYSP DLIA AAGP TMCS MZON CDWI DRIV SPLN SHRP E*Travel: IFLY PTVL FLYR E*Auctioners: EBAY ONSL UBID MALL BII E*Audio & Video: BRCM VCSI LHSPF GMGC VOCLF NSPK IDTC ETEL RNWK BCST NAVR AHWY SEVL E*Commerce Software CYCH MAIL OMKT MACR E*Advertising: NETG DCLK NSOL TFSM CMGI ZD E*Communities: TGLO GCTY XMCM Final Frontier Graveyard: RMBS GERN XYBR NEOT CFON OXHP CD CIEN DAOU PAIR ZAP INFO GRIN GWRX UCMP WCAP WAVO ELBO AMEN DECC GEER