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To: Mr. Big who wrote (46366)1/23/1999 2:31:00 PM
From: Frost Byte  Respond to of 119973
 
Robbie Stephens Net Report (1/22): (AOL, TMCS, YHOO, EBAY, AMZN):

MONSTER RECOVERY: We believe the underlying fundamentals remain quite strong, which we further believe will enable the leading companies to grow into high valuations while the laggards fall. In our view, the question is not whether or not the stocks should or will fall, but whether or not they will recover to higher levels. Looking back, the monster stocks tend to have fallen less and rebounded farther than the averages. Of our "monster" stocks, AMZN fell 18%, AOL fell 17% and YHOO fell 15%, after the September reporting season. Recovered shortly thereafter, the ISDEX rebounded by 150% by the end of December, AMZN grew 250%, YHOO grew 120%, and AOL grew 60%. We would also include a few new companies to our monster category, including eBay, which is off almost 21% this week and 37.5% since the beginning of last week, and TicketMaster/CitySearch, which is off almost 11% this week and 18% since last week. We expect the pattern of recovery to continue based on solid trends in Web economic growth.



To: Mr. Big who wrote (46366)1/23/1999 2:55:00 PM
From: Major Leakage  Respond to of 119973
 
If you had a brain you would be dangerous...............