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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999 -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (18)	2/24/1999 11:07:00 AM
From: JOHN CHEN	Read Replies (2) \| Respond to of 471

I only want to make 10 suggestions and yes, AOL came very close to be one of then ten. However, due to its current valuation, I think AOL is fairly priced. I would also sit and wait for the cable situation regarding AOL gets resolved. Stocks like AOL did not make my list do not mean these are not good stocks. If I were to recommend 20 stocks, it would be there. Just a piece of information: ATHM is building a brand new headquarter next to HWY 101 in Redwood City, CA, about a couple miles away from ORCL. This headquarter, indeed, looks very impressive. The first building is about to be finished and the connecting building through a walkway is about half way done. There are several new building sites ( right behind these two buildings ) have broken ground. In all, it looks like ATHM is to house quite a big staff here, a huge increase from its current staff, looks like. The campus is approaching half the size of SUNW campus. If these are any indications, ATHM looks like it plans to make a major expansion.

To: AJ Berger who wrote (18)	2/24/1999 9:23:00 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 471

Not sure how anyone can deem BCST as overpriced with a $2Billion Market cap when piece of crap community sites like theglobe.com are $1Billion. So the company that will be providing TV/VIDEO/RADIO on the internet is only worth twice a shammy community site that isnt half as good as Geocities or Xoom.com :) Hmm I agree with you, you have to look for NICHE players who dominate what they do... nothing e-commerce... Walmart can enter this space anyday and all these companies will simply overtime undercut each other... lots of revenues... but no profits. Need niche players who have something "no one else has" or is the leader of that niche (such as Doubleclick) Mark