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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: kaydee who wrote (472)	2/7/1999 9:46:00 AM
From: lazarre	Read Replies (3) \| Respond to of 779

Thanks, DBK, for the iixc article....lookin' good. Mark, read a little on MFNX and GBLX...tsk tsk...this broadband buildout field is gettin' more dense with players everyday. They both look good to me but I'm so bullish on this sector, I just about like them all. Call me starry eyed here....and, perhaps, take my enthusiasm with a shake or 2 of salt And yes, they both own their own fibre and stuff...yes, they are FB. Actually, heard an analyst on CNBC posit the idea that maybe all this capacity being built will turn into over capacity in a year or 2, and perhaps this INET and overall thirst for access and speed is a bit overblown....in other words, proceed with caution. Kinda like these big building projects that started in Asia in mid-90's that are standing idle and unused today....but that is another story. Can anyone define the term: Dark Fiber??????? Read it in some MFNX material and can't figure out what it means nor its advantages over regular fibre optics. L

To: kaydee who wrote (472)	2/7/1999 12:37:00 PM
From: Mark[ox5]	Respond to of 779

Thanks, interesting read...

To: kaydee who wrote (472)	2/7/1999 12:44:00 PM
From: Mark[ox5]	Respond to of 779

This article on IICX highlighted a new stock I was going to put on the spreadsheet.. COVD. There is an article on the front page of SI (under heading "1 internet stock to own now") and in the same issue of that group of aricles is the following article. Feb 04, 1999 Covad Communications To get The Internet Financial Connection newsletter e mailed to you for FREE, send an e mail to ifc-request@mLists.net and write "subscribe" in the body of the letter. Roland Whitcomb of the First American Technology Fund provides the following stock idea on Covad Communications (COVD 56 5/8). Below is the write up. Covad Communications is a recent IPO that was brought public a few weeks ago. They are in the business of installing DSL equipment primarily to small businesses. DSL is generally used to transmit high speed data over a traditional copper telephone line. "This is something that will have a lot of demand going forward," says Roland Whitcomb of the First American Technology Fund, "This is the telephone company's way of responding to the threat of cable modems." He mentions that it is difficult to install a cable modem or a DSL. A technician must come out and install an IP connection. For a DSL line, there is less work involved for a telephone company to implement. Availability is a concern because DSL's cannot be used everywhere. However, he believes that if someone is simply looking for faster Internet access, a DSL would be a cheaper way to do so. Covad's competitive advantage is that they are more efficient at installation of high speed access lines than either telephone companies or cable companies. Covad is "competitively priced" Before going public, Intel was Covad's leading venture capital firm. Covad also has strong relationships with, AT&T, Nextlink Communications and Qwest Communications. "Those companies will help market Covad's service," says Roland. He adds, Covad operates in the core area that everyone is speculating on. They are in a hot space, have very strong and experienced management, have good relationships with other vendors and position within the industry... As a new issue, they are not well known. Covad is expected to post revenues of $50 million in 99' and possibly $200 million in 00'. He mentions that Covads' stock has a market capitalization of about $2.6 billion, which is high, but when compared to other companies offering high speed Internet connections such @Home, it is "competitively priced" and offers tremendous long-term growth.

To: kaydee who wrote (472)	2/21/1999 9:53:00 AM
From: kaydee	Read Replies (2) \| Respond to of 779

Just my 2 cents... My Feb options on YHOO/LCOS/MSFT expired worthless, like some others on this thread. Though I was ready for this on YHOO/LCOS, I did not expect this on MSFT... I gave back 50% of my Dec/Jan gains, in Feb 99... Still IMO, I am lucky, glass is still 50% full... I am not expecting Nasdaq to go 50% up in the next 2-3 months... So I may not play options big way... The recent rise was because of Oct dip, December e-tail sales, good earnings and 401K/IRA flood in Jan... So the question I am asking myself what is the best strategy for the next 2-3 months... - Buy stocks and protective puts again for 10-25% gain/loss... - Covered Call writing for a max of 10-25% gain/loss... May be the first strategy is good for NUT stocks, while the second one is good for others... (Though my buying power is quite limited) Subject 25851 (Gorilla and King Portfolio candidates) A good thread IMO, I do not remember how I found it. Thanks everyone, DB