Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: fedhead who wrote (22303)	1/18/1999 9:24:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

SEBL..INKT,RMBS INKT.. The best thing you can say about Inktomi is that its losses will decrease in 1999 from $-1.15 to $-0.96. By 2,000 losses are supposed to drop to $-0.08.. But for the other business software internet companies they are estimated to profit as early as 1999 and the profits are supposed to be rising again by 60% in 2000. Those are companies like OTEXF, NSCP,SE,OMKT,and BVSN.. so actually I prefer those companies to INKT.. Its simple, I'd rather invest in a company that is coming from 4-8 down quarters to a positive quarter than invest a company that will have to go through another 8 quarters to become profitable.. That is not to say I think that INKT is a bad stock, I just think its a good momenum trade and seems the 'herd' like it, and for a low price you can hold it until 2000.. But for real money and a better increase I prefer those others. SEBL was a very nice 3 week hold. ..We held it until it reached its 52 week high, it was a 'earnings play' but gave us a position trade before earnings came out.. RMBS was a play that triggered a few buy signals before the report (somewhat like AMD which had a couple of really good days BEFORE it reported but was in tank city since then). I think RMBS will improve since it's earnings estimates are rising every year.. If RMBS were cheaper I'd probably buy 1000 shares to put away for 2 years, By 2000 I think RMBS will be a force to be reckoned with. But for now I'm sticking with the cheaper little networkers like RITTF, CCRD, RDCMF,LNOPF and VNWK..they are cheaper and like RMBS last year they are or will be hi flyers in their own right.