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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (25)	4/25/1999 9:43:00 PM
From: Instock	Read Replies (1) \| Respond to of 1316

Sergio: Link still says " Invalid Portfolio " Maybe it will work for others.... don't know.... Are you in BIDS too? Instock

To: Sergio H who wrote (25)	4/26/1999 5:34:00 AM
From: Ditchdigger	Respond to of 1316

morning Sergio,<We've got two positions of BID.COM> true, but on 2 different exchanges, with 2 different ticker symbols..BIDS and T.BII (Si portfolio will except T.bii)..;^)DD (I'm hoping the C dollar echange rate helps<g>).

To: Sergio H who wrote (25)	4/26/1999 8:23:00 AM
From: Doug R	Read Replies (1) \| Respond to of 1316

Hi Sergio, Thanks for the invite to hang out over here. I suppose I'll start off with YORK. I don't know what they do, how many bookmarks their thread has (or if there even is one) or any news about them. The blender likes it though. ;-) Oh yeah...er...uh...YEEEHHAAAWWWW!! Doug R

To: Sergio H who wrote (25)	4/26/1999 8:52:00 AM
From: Phil Jacobson	Respond to of 1316

Sergio, Thanks for the invitation! My first pick is DCLK (Doubleclick). This company is the market leader for internet advertising. If a company wants to advertise on the internet they will do well to use DCLK as their agency. In addition to putting together a great team of people who understand how to effectively advertise on the net, DCLK also has developed outstanding software that allows them to target very specifically their ad delivery to viewers and to track advertising effectiveness. Internet advertising is the basic profit model used by a lot of the companies who are trying to make money on the net. If you believe the internet is headed toward a broadcast business model (like TV) then it's only natural to assume that advertising will be a large part of where the money will go. In that case DCLK is positioned to be a huge player. The stock is very volatile...I trade half my position and hold the other half long term. Current market cap is about $6 billion but I think it could grow to $20 billion plus within 18 months...and that doesn't count the way internet stocks have been behaving - it could obviously do a lot better than that. Phil