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To: 45bday who wrote (53708)2/9/1999 11:55:00 AM
From: Kevin McKenzie  Read Replies (1) | Respond to of 119973
 
Solution,

For what it's worth I think DRIV is very compelling at this level (36 1/2). It is wildly volatile, however, it also has announced some huge agreements with big clients (Walmart, CompUSA, etc).

Of course, if the inet bloodbath continues, all bets are off. I'd keep my stops tight.

Good luck

Kevin

PS: I think the LCOS deal hurt the other available portals (XMCM, TGLO). But in this market, who knows.