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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Glenn Petersen who wrote (1234)4/21/1999 12:38:00 PM
From: American Spirit  Respond to of 4337
 
AOL, LCOS, SEEK, ATHM, ELNK, ONEM - ISP's all up today but be patient and try to hold for better range. After August 31st and October 8th tech recovery was rapid and full but took a couple of weeks not a couple of days. Reclaiming lost ground here a chunk at a time.

LCOS for instance. Remember Barry Diller's offer is worth about $85 and it looks like he'll have to raise it to over $100. CMGI is recovering now and can bid against him. Situations like these make the current prices look a little light. More upward room there.

BKS still looking like a real bargain here. IPO on the verge of being announced. Get it before that happens. ONSL a steal here.

DCTI a nice buy. Always pops back and has new higher range now. #1 credit card clearing house on the web in the making and just about there. NetClearing announcement will catapault this into teens.

May be a few profit-taking dips along the way but bullish on nets and expecting a full (or almost full) recovery short-term (2 weeks).



To: Glenn Petersen who wrote (1234)4/23/1999 10:53:00 PM
From: steve harmon - analyst  Read Replies (2) | Respond to of 4337
 
onem - i like the rollup strategy and think there's huge potential here...ebitda could be stronger but should improve as the synergies start to emerge in the segment

i look at verio here as a peer for onem to watch