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Technology Stocks : Network Solutions (NSOL) -- Ignore unavailable to you. Want to Upgrade?


To: CMon who wrote (777)4/7/1999 9:17:00 AM
From: stockvalinvestor  Respond to of 1377
 
Prudential comments on CNBC:

Paul Merenblum, Internet Investor at Prudential
Securities (YHOO, BCST, NSOL, ATHM) 4/7/99

From: Henry Niman
Date: 4/7/99
Time: 5:14:22 AM
Remote Name: 12.79.61.185

Comments

Paul Merenblum, Internet Investor at Prudential Securities (YHOO, BCST, NSOL, ATHM)

YHOO Whisper number popular. More important is where stock is going with BCST acquisition.
New revenues will be coming in and BCST opens new approach with much upside

Priced into stock? Up 43% in March

Rest of Internet have also gone through roof and are defining new limits

Other Internet Stocks?

Infrastructure stocks have pre-announced and have been hurt by Y2K concerns and seasonal
factors

NSOL has been up across the board in Revenue, Registration, and Demand for Products and
Services. Have been hurrying up to keep up and whole sector is extremely bullish

Broad band led by ATHM

AOL setting new records

New Paradigm?

Clearly new areas. P/E's don't apply because no or low earnings. Can use discounted cash flow or
look at relative strength and fundamental growth