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Technology Stocks : Open Market (OMKT) -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (1089)	2/4/1999 10:33:00 PM
From: Bradley W. Price	Read Replies (2) \| Respond to of 2004

To all: my spin is that fall today going into cc call is bullish. MM stepped it down to cover his short position from big runup. He didn't want to be holding big short position with pos news coming out. I believe the lower revs are a negative, however not to bearish of signal. We are still seeing residual y2k spending is my guess, however, most of that should be behind us and companies will start focusing on www sales channel. Prepackaged solns are where its at. Ability to integrate with enterprise sw also key. Lycos is killer deal. Same with AOL, depending on what happens with netscape ecommerce package. My guess is that AOL will let sun have that business. I suspect AOL will be very attracted to storefront model that OMKT offers. This company has the right distribution model. BVSN has good product, but I am going to place my bet on distribution. I think room for both and IBM. This stock is going to rock. Probably going to base while MM builds up inventory. Look at MYSW. Look at BVSN PSR compared to OMKT. Eventually, focus is going to move from etailers to e-enablers. Good luck to all, bp