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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Fast Eddie who wrote (19613)3/11/1999 12:47:00 PM
From: QuietWon  Respond to of 122087
 
IMCL - avg size bottomed aroun 838, then up to 849, then backed off again. With rest of mkt strong, IMCL less attractive vs rest of mkt - could re-trace back to level prior to run up yesterday



To: Fast Eddie who wrote (19613)3/11/1999 12:50:00 PM
From: AD  Read Replies (1) | Respond to of 122087
 
yeah i'm interested in GEEK, might be a gapper play, LONG!? watching the action.

Sheesh, in this market you will want to have a better basis for a short than 'it's run alot'.



To: Fast Eddie who wrote (19613)3/11/1999 1:16:00 PM
From: Wolff  Read Replies (2) | Respond to of 122087
 
Last I checked Geek was a Texas ISP, went IPO in the big days of December and January, ran up and all that stuff.

This should be a target for PRGY to take subscribers. Also there is a company called www.netzero.com that give free internet access, I don't think they are IPO yet, I expect that ultimately the ISP will go the way of Buliten Board did to the Internet. Dating my experience aren't I. There was once a time where there were thousands and thousands of Buliten Boards that all had subscription fees, they were toasted by Compuserve, AOL and Progidy, when these guys shifted there prices to be flat fees they killed the BBSs the final death blow

Where I expect ISPs to go National and Free
in order of volume
AOL
PRGY
Stable minor players like Mindspring and others
Dwindling Local players like GEEK
Growing Free providers like Netzero
Growinng High Bandwith from Telephone companies
Growing High Bandwidth from Cable companies

Bottomline, GEEK may be a shorter, not sure yet