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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (26296)	3/5/1999 7:20:00 PM
From: Jenna	Respond to of 120523

Sterling tarnished Could be a buying opportunity but tread carefully.. All this C_ _ _P reminds me of NSOL before its meteoric rise when everyone was afraid the government's involvement would cut into profits. NSOL went to 270 and then surged once again just last moth. This is an evil 'side effect' of these hy-flyers. Same thing happened with CKFR. Maybe if we put a moratorium on MSFT's stock we can have influence.. yes ..and for my next act I'll train herring how to juggle knives and keep them from fileting themselves. Consider Sterling Commerce (SE), which shed 8 percent on Friday as CS First Boston analyst Bill Burnham warned Microsoft's e-commerce push will turn up the heat on Sterling. Burnham said that Microsoft's BizTalk server software, which is expected to ship toward the end of the year, "will compete with or at least marginalize Sterling's Gentrans product line." That line accounts for about one-quarter of Sterling's total revenue. Sterling stock dropped 2 5/16 to 27 3/4 as Microsoft added 2 7/16 to 154 11/16. And other companies may feel the pressure from competing with the world's largest software company. Bounced Checkfree? In his speech yesterday, Microsoft chief executive Bill Gates said he plans to have TransPoint -- an electronic bill delivery and payment system -- up and running "in a few months." That "clearly represents" a threat to CheckFree (CKFR), said J.P. Morgan analyst Ray Archibold. But he added that TransPoint is still several months away from having a product and doesn't have any paying clients. CheckFree has 21 billers currently, Archibold said. The company reported that it processed 125 million transactions last year. Further, Microsoft may not be playing to its strength, added Archibold. "There is a huge service/support component of [online] bill payment. To date Microsoft hasn't shown that it can do the service side successfully." Big game The impact from Microsoft's e-commerce push could also be felt by larger companies. Microsoft will be funneling its initiative through the Microsoft Network, which also offers Internet access. Although MSN has an estimated 1 to 1.5 million subscribers, it trails the 15 million subscribers held by AOL (AOL). But if its online offering takes off, Microsoft could see a jump in MSN.com subscribers. Also, Microsoft has targeted small businesses for its push. That could encroach on Intuit, which is trying to move its large base of QuickBook users to the Internet. Of course, the Mountain View, Cailf.-based company (INTU) has shown in the past that it can fend off Microsoft. Its personal finance software has held about 85 percent of the market, despite several years of competition from Microsoft's Money product.

To: Jenna who wrote (26296)	3/5/1999 11:02:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Why I chose DCLK..CNET..and CMGI this week. Reason my buy was pretty smooth today on DCLK was probably related to the SOES, ARCA and SNET being down. I use Island and never had any trouble. I was however a little spooked and was not able to realize any option buys all day. I'm very bullish on CNET not just because of the plethora af technical buy signals.. but because of their three digit growth going forward. Where MSPG,NSOL,VRSN,YHOO,GCTY and ELNK were my main plays for second half of 1998, it looks like CNET, GNET,BVSN,DCLK and CMGI will be my heavy profit makers this half of 1999. I'm currently getting more bullish on VERT and EBAY but as yet have not become familiar enough with their price patterns. Whenever I have 'still bullish' on an internet stock which is what I had on GNET, and CNET on the watch list for this past week it means that I'm currently holding a long position in that stock. The position can be for 100 shares or 1,000 shares. Whenever I have an internet stock on my watch list like NITE, GNET, CNET or DCLK, I totally ignore all other internet stocks to enable me to try for the best play possible and not get sidetracked from a group of internets.. I chose the ones based on technical breakouts, 'strategical' evaluations (i.e. close to earnings report, using DCLK as a 'clone' of CMGI in case CMGI went up and out of play).. If I were watching CNET, I would never just 'pick up' RNWK or any other stock not on my list. I concentrate on the 'strongest players' in the field and tend to look upon stocks like RNWK, PER,SKYM, NDB as very short term (1-3) holds with no desire to keep as intermediate trade.