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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (22088)	1/14/1999 7:53:00 PM
From: Jenna	Respond to of 120523

LCOS.. it's my favorite among that group but not my favorite internet stock per say, because of its multiple. Same reason I don't like AOL any longer. It might a major player but its a major overvalued fat cow.. and I like thin heifer like VRIO, even PSIX.. I also favor BVSN and NTBK and don't feel you need just one but rather a few hundred shares of a 'basket of internets' for your portfolio. In this basket I would throw in an e-tailer or two (EGGS, SPGLA, SHRP, BKST,DLIA) a company working for businesses (VRSN, NSOL, VRIO) and ISP (MSPG) etc.. a discount broker for online trades(NDB). I would wait until the sector was down 40-50% from present valuations. I would not choose CMGI either for same reason. CMGI used to be like a basket for internet stocks but now its basket is more like a moving van..