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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: Jenna who wrote (22578)	1/20/1999 6:53:00 PM
From: RobbRacer	Respond to of 120523

For those who were interested in the internet index posted about a few days ago. Link to thread techstocks.com Actual index components as follows with final results just announced a few minutes ago. Well folks Here it is: Top ten list which ended being top twelve! With a drum roll please…… 1.Yahoo 2.Amazon.com 3. @home 4. Aware 5. Gnet 6. Cisco Systems 7. Network Solutions 8. Sun Microsystems 9. CMGI 10. Winfield Capital 11. E-group 12. Double Click These winners will be combined to into what will be called the RobbRacer Internet Index. The actual index will be put together at Yamner and Company and should be ready within the next 2 weeks. They will be purchased and sold as a basket. The purpose is to hold the index for the long tern and not trade it. I am personally investing $120,000 in the basket with the expectation to hold it for ten years! If this index can attain a 40% average rate of return it will compound into $3,471,055.86 cents. That is my goal! The intent is not to modify the index but companies may be added or deleted if there are mergers within the index or a company crashes and burns. For those interested in purchasing the index you must have an account at Yamner & Company. Steve Goldman at Yamner was chosen because he has the ability to place a stop loss on the index as a whole rather than individual stops on each security. If the index drops by a certain point still yet to be determined the basket will be liquidated, and repurchased again at a later time after evaluation. His company was also chosen because internet stocks by nature are very volatile and he has several proprietary methods for purchasing and liquidating the index. For those with additional questions you may PM me. Enough with the mechanics, Here are the winners. ETAILER AMZN- Absolute 800 pound gorilla in E-Commerce. Has 90% market share in online book market. Because of its dominant position it can grab market share in categories it chooses to enter. Gained same amount of sales in three months selling Cd's as CDNOW took two years to attain. Has ability in cash and stock to purchase any small up and comers that will eventually threaten it in any E-tail category which may also include software etc. It Can BUY earnings!! PORTALS YHOO- Clear leader in the fastest growing medium on the planet. Has over 40 million users of its site each month. Has over 17 million registered users. The value in this is capitalizing on these users anyway they want. Whether this is in the form of advertisements or channeling users to its partners sites Yahoo has unduplicated power in the medium of the internet and can wield that power to its benefit. GNET- The owner of our beloved little S.I.. Silicon Investor is the market leader in the internet financial community with over 100,000 financially savvy members paying members (actually some got in for free but most pay). S.I. single handedly has changed forever the way financial information is exchanged. Millions and Millions of dollars are made and lost every day based on information exchanged on this little site. The importance and influence S.I. has had on financial information has been recognized by every major financial publishing medium. In addition its parent is one of the few portals on the planet who can claim profitability. Its also has a search engine, stocks and games, shopping and other business info to boot! NETWORKING SUNW- Leading provider of hardware, software, and networking services for expanding the power of the internet.. Fastest growing server vendor in the industry. Suns workstations are the server of choice across the board . Owns 25% of server market share and 23% in terms of revenue. Suns Java language is employed in thousands of software applications for the internet and this fact cannot be ignored as the java language itself influences the transformation of the internet. The company has sales of over 10 billion annually and will solidify its future will strategic partnerships with other leaders in the industry such as AOL. CSCO- Inventor of the router. Cisco's routers account for 80% of all routers used in the internet. This is the backbone for the internet and what makes it work . As the internet grows, so does Cisco, simple as that. Earnings are expected to grow over 29% in the next five years, and earnings last year represented 1..5 billion. Easiest way to capitalize on the growth of the internet! ADVERTISING DCLK- Advertising is a one of the fastest growing businesses on the internet. Because of the unique capabilities certain businesses can leverage the unique capabilities of the internet to its advantage. Double Click is one such company. With its ability to target specific viewers through its ad network, DCLK is in the unique position to deliver to its advertisers a very large and specific target audience that previously could not be reached easily. DCLK delivers Billions of ads to viewers by having them displayed on independent partner's sites. If you have ever seen link exchange you know what I'm talking about. VENTURE CAPITAL CMGI-This is our way of playing the future. CMGI is a pubic company that has investments in over 28 internet companies. Its 2 big winners so far have been Lycos and Geocities. It investors include companies like Microsoft. One such company under its umbrella is Raging bull.com a competitor to S.I. as CMGI brings more of these companies public, the value of CMGI will increase exponentially. WCAP- Report done by Spirochete Winfield capital is a small business venture capital firm which makes investments via the SBA. With only five million shares, annual revenues of about 1.1 million dollars, it seems to be a small time operation. However there are many jewels hiding behind this issue. They own 1.7 million shares of Cyberian Outpost (COOL), today's value being 55.25 million dollars. They are also investors in Rowe.com, a business to business knowledge store, which guarantees lowest prices on 800 magazines, distributes 13,000 publisher's products, and, together with BarnesandNoble.com, offers thousands of discounted titles. Worldgate is part of their holdings, which is a lower cost competitor to WebTV. They also own stakes in IBCO, a beer production company and NATL, a computer manufacturer of the "Tempest" brand, with revenues averaging 75 million per year. Much in the pattern of CMGI, WCAP stands to benefit from internet IPO mania short term, but have certainly begun the process of internet business development, which could raise long term prospects for this companies value and return to shareholders. As a reminder, just its interest in COOL is almost the value of its current stock price. The rest is free including the upcoming WorldGATE IPO in the next few months. COMMUNICATIONS ATHM- The Big battle for high speed connectivity is between cable and ADSl. The truth is both will probably win because cable is available in many areas (like rural areas)where ADSl is not and vice-versa ( like busy office buildings). ATHM is the leader in the high speed cable aspect of the industry. Now owned in large part by ATT through TCOMA ATHM has large investors to ensure the future of bandwidth. But wait, as of today they just purchased Excite the well known web portal. They will use this portal to leverage advertising through bandwidth. How's that for an added bonus!! AWRE-This is the company that will represent us for ADSL; the other big winner in the bandwidth wars. Big part of this is the g.lite splitterless technology that will allow high speed access 25 times conventional modems while still allowing voice over the same line. This is the year that the regional bells are rolling out ADSL on a large scale. AWRE has patent involvement with the g.lite standard , and thus should benefit strongly from any growth in ADSL! FINANCIAL EGRP- The brokerage industry has been one of the most significantly affected industries due to the rise of the internet. The way we manage money has changed forever because of it. It would not be prudent if we did not have a company in the group to take advantage of the leverage the internet has provided. Recently reported first quarter revenue growth of 63% with a total of 676,000 active accounts. Does over 10 million transactions a year and growing by leaps and bounds. A big added bonus is EGRP also owns part of NITE, one of the largest market makers in the world. NITE is also growing by leaps and bounds because of the explosion in online trading. I may not want to have my order flow sold to NITE, but I Don't mind making money on other peoples order flow! DOMAIN REGISTRAR NSOL - Last but not least. Network Solutions is the company that registers myname.com etc. Instead of trying to be the company to make a killing on the web, it makes a killing by selling all those .coms to everybody else who wants to make a killing on the web. A good analogy is the gold rush. Few actually stuck it rich in gold but somebody needed to sell them all those pick axes. While NSOL will soon no longer have a monopoly as the exclusive registrar for domain names, it has such a lead the game is already over. Besides the four or five other companies now allowed to be registrars are not going to get in a price war with the leader who could be the low cost provider. This company has over 3 million registrants, and this number is growing exponentially. They are averaging 17,000 registrants a day at over $70 a pop. Not BAD! So there it is you have the index. Buy as much or as little as you want. I hope you have benefited from all this research. I'm looking forward to your comments. I feel like we have an All-Star internet team that's going to kick some major A**. I will let everyone know when the index actually starts. You can track its gains and losses by linking to the ROBBRACER INTERNET INDEX PORTFOLIO posted on S.I. So far the index is up 42.16% just this month alone. That should blow away any funds! My goal is within 2 weeks but that depends largely on what the market does. techstocks.com ROBBRACER INTERNET INDEX Happy Investing, Rob ------ Previous