To: Spytrdr who wrote (5795 ) 4/6/1999 4:20:00 AM From: TENNET Respond to of 13953
Also from Bull Market Report-- skip down to where it mentions egrp this is from a transcript: TRANSCRIPT OF AOL ONLINE – March 30, 1999 We were in the auditorium on AMERICA ONLINE in front of hundreds of folks today and here is the complete transcript. We are there each Tuesday at 3:30 EST on AOL, keyword LIVE or SAGE. OnlineHost: OnlineHost: *** You are in "The Odeon". *** OnlineHost: SageMikeM: We would like to welcome Todd Shaver, Editor in Chief of The Bull Market Report SageMikeM: Welcome to Sage Online, Todd. Question: What do you think of the current state of the market? TShaverX: Nothing out of the ordinary; within a whisker of 10,000; TShaverX: near a new all time high. Very pleased with the market environment TShaverX: Right now, however, I'd like to see interest rates lower. then TShaverX: I'd feel better. Question: Which, if any intl. integrated oil cos. do you like given valuations? TShaverX: Exxon, they are the biggest, they are the best, TShaverX: they've made money in good markets and bad. Question: How do u feel about LT prospects for EBAY? TShaverX: Ebay is going to be a very successful company. If the TShaverX: question is long term outlook for stock, it's a different story, TShaverX: It could go to 50 dollars in the next 3 months or TShaverX: 350 depending on the market TShaverX: and depending on what AMZN does in the marketplace. Question: Buy excite to get athm or buy athm ? TShaverX: I'd buy @Home any day of the week. I've TShaverX: never heard more excitement about a company's product TShaverX: than ever before with AtHome. TShaverX: People LOVE the capabilities that AtHome delivers. TShaverX: This company is going places. Question: Opinion on wcom vs csco ? TShaverX: Can't compare the two. They are both Gorillas. TShaverX: They are both great companies. Question: If buying, Microsoft or AOL? Thanks TShaverX: Well you know once again, you can't compare the two. TShaverX: They are both Gorillas as well. MSFT has $20 billion in TShaverX: cash and makes 30 to 40% after tax TShaverX: on every dollar they sell. TShaverX: AOL is adding subscribers left and right. TShaverX: They are going to be incredibly profitable in 3 years. TShaverX: They are both great long term investments. TShaverX: But be careful of AOL because it is trading at over TShaverX: 375 times earnings. Question: What's your opinion on egrp thankyou TShaverX: Egroup is a potential Gorilla. We love TShaverX: the company at the Bull market Report. TShaverX: We picked the stock at 25 dollars a share pre split TShaverX: and when it went into the teens we made TShaverX: one of the most famous quotes we've ever had in the newsletter and that is "You'll never see this stock TShaverX: in the teens again" and it's now trading at the equivalent of TShaverX: 120. We love Etrade. We are looking for big things from them.