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Technology Stocks : ZD Inc., Ziff-Davis (ZD) -- Ignore unavailable to you. Want to Upgrade?

To: litespeedv who wrote (434)	2/23/1999 11:13:00 PM
From: Minos	Read Replies (3) \| Respond to of 855

Could you please explain for me....the cboe site lists 1100, 1000, and 100. Are these not all buy or sells, or are they double counted somehow? Also, do you know of any good URLs for tracking this type of info. And finally....are you long ZD? I'm looking to get some calls over the next two weeks or so, when the market undoubtedly will dump again, affording a better buying opportunity. good luck, -Minos

To: litespeedv who wrote (434)	2/25/1999 4:03:00 PM
From: Maverick	Respond to of 855

Internet sector continues to be immune from slowdown economy Don't let the television talking heads fool you: Institutional investors are concerned that this market could come unglued at any moment. But as long as "market pundits" are able to convince the individual investor that the indices have upside (which they have done with tremendous success), the money will continue to flow into mutual funds, and managers will continue to put it to work. As those of you who have invested in small-cap stocks over the past year may have noticed, money managers have almost completely lost interest in uncovering value. The few that have attempted to take the road less-traveled have found themselves on a dead end street. The philosophy of this market has been to purchase liquid, large-cap names that have a history of delivering on promises (i.e. Microsoft, Cisco, America Online, Yahoo!). As Dell Computer has demonstrated recently, even the market's elite must eventually submit to the pressures created by international economic turmoil, a slowing domestic economy and fading pricing power. The one group that we believe will continue to be immune to these realities is the Internet. Over the past two years, the group has become almost entirely momentum driven. The only people who still talk about the fundamentals of this group are those who are short or not invested. Much of the movement tends to be theme-based. Examples of recent themes include: the search-engine to portal evolution; Internet/traditional media integration; e-commerce; mergers/acquisition. By quickly processing the presence of a new trend, traders have repeatedly been given the opportunity to log robust short-term gains by positioning themselves in the group's second and third tier names. While we cannot predict what the next trend will be, there is little doubt in our mind that analysts and investors will return to the e-commerce theme in the 4th qtr of the year. Briefing.com will continue to do its best to keep investors on top of developing trends, such as the one that recently launched online trading-related stocks.