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

To: JOHN CHEN who wrote (200)	3/20/1999 10:55:00 AM
From: hoffy	Respond to of 471

SFE- The next CMGI See the article below. This is a chance to get in on an internet giant in the early stages. This is a venture capital investment company, which is the way to make big money. They already have huge revenues and profits. They have partnerships with several internet companies that are coming out this summer. Safeguard Scientific Steve Harmon (3/18) Safeguard Scientific (SFE:NYSE) is much like a venture capital firm that targets companies in the information technology arena. Its shares rocketed 25% on March 16 after its chairman went on CNBC and announced the company was committed to investing in the Internet. But Internet analyst Steve Harmon says Safeguard shares may not be quite ripe for Internet-type valuations. Safeguard already was an investor in Internet firms, VerticalNet (VERT:Nasdaq) among them. It also owns Vision Systems, which has plans to go public and which identifies computer users by their fingerprints. Safeguard could be dismissed as merely playing catchup in the Internet space if not for its $2.275 billion in revenue in 1998 and its $1.7 billion market cap, says Harmon. Still, Safeguard is no CMGI (CMGI:Nasdaq), a premier Internet holding company. It would take a "huge sustainable home run" to get there, Harmon says, adding that VerticleNet one day could be it.

To: JOHN CHEN who wrote (200)	3/21/1999 4:40:00 PM
From: Jing Qian	Respond to of 471

I don't intend to pour cold water on you. Why gamble your money on small and less known stocks like PTVL? The chart of this stock zigzags up and down doesn't look like a sure winner to me. It doesn't have great momentum. Besides, its business model is too narrow. I would not buy this simply because I got better stocks to buy. How about RNWK, EBAY, YHOO, BRCM. The charts of these stocks look much better than PTVL. The problem with PTVL is that its playing field is TOO NARROW.

To: JOHN CHEN who wrote (200)	3/21/1999 4:59:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 471

Another question JOHN, why choose a stock that is a takeover target instead of the buyer? I have a stock portfolio as follows, I believe over the long run my portfolio will beat your portfolio because all the stocks I own are top dogs which has 80% monopolizing power in their playing fields. BTW, they are all biggies that tend to take over smaller companies like PTVL. 1) YHOO 2) ATHM 3) EBAY 4) AMZN 5) CSCO 6) MSFT Please notice I got rid of all the small and less known components in your portfolio and replaced them with sure winners like YHOO, EBAY and AMZN. I don't know we really have a need to dig out that so called future YHOO or future AMZN because we haven't had enough with the current YHOO and AMZN yet. And the chances are there will not be a future YHOO or AMZN at all. They will be either bought out by YHOO or crushed by their monopolizing power before they surface. BTW, I limit my portfolio to 6 stocks instead of 10 to maximize the return with reasonable diversification. Sure, your portfolio will also return a great deal in the future, but I feel mine will probably return better than yours. And I don't intend to shuffle my account once a year. I will hold them till 2004. Let's see who will make more money by 2004.