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To: steve poon who wrote (1106)2/9/1999 9:04:00 AM
From: Frank Ferrari  Respond to of 2004
 
Any ideas on the impact on OMKT? Are we to expect that they are still involved with Lcos after the merger?

Cheers
Frank



To: steve poon who wrote (1106)2/9/1999 10:59:00 AM
From: Rob  Read Replies (1) | Respond to of 2004
 
I like the way OMKT is holding up so far today on a very poor morning for Net stocks and Nasdaq. Good bids @ 14 1/2. We'd be sitting pretty - if long - if one of the top-line themes to come out of the Goldman conference this week ran like this: portals are fully- or over-valued, so now the Net money is bound to flow towards firms that make money building the Net overall, as in "e-builders" like OMKT. Just a bullish thought on a weak morning. Looking forward to Friday. JMHO. Rob