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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Louis Cornell who wrote (17108)	1/19/1999 9:07:00 PM
From: Roger A. Babb	Respond to of 18691

Louis, I confess to complete confusion at the moment. AWRE is too high, but will likely go higher.

To: Louis Cornell who wrote (17108)	1/20/1999 6:46:00 PM
From: Mongo Slade	Respond to of 18691

I think AWRE has the potential to go a lot higher as more hype is built up around building bandwith. The rise is the last few days is most likely a result of the ATHM/XCIT thing. If you see more mergers of this sort which I think you will [lets face it there is a lot of pressure for a bigboy like TWX to get into the game, and why not now when there is weakness in the internet sector]. Once this happens there will be a mad rush to buy any play related to the madness and AWRE is right there on the launching pad. I'm not trying to justify the price on fundamentals, just trying to offer a scenario of what might happen. For my two cents, I bet $7billion [the price paid for xcit] could sure produce a pretty good portal if you started from scratch. I bet you you could probably build a pretty good portal for less than half that. Mongo