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To: Judy who wrote (26354)5/19/1999 12:00:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 50167
 
Other that the 7 stocks you quoted, do you have RNWK and / or ATHM on your first or second tier?



To: Judy who wrote (26354)5/19/1999 12:06:00 PM
From: James Strauss  Read Replies (2) | Respond to of 50167
 
Judy:

It looks like AMZN will be the big Kahuna of E-tailing... This new move into the online grocery biz could be very big... I'm still waiting to see when Walmart begins executing its internet strategy... For me, WMT could be the ultimate internet play... Outside of the pure plays LU looks like a major beneficiary of both the Internet and Telecom/Cable growth...

Jim



To: Judy who wrote (26354)5/19/1999 12:45:00 PM
From: orkrious  Read Replies (1) | Respond to of 50167
 
Judy, re the internet sector, do you follow IDTC? They are spinning off Net2Phone, the VoIP pioneer, which has alliances with AOL, NSCP, XCIT, YHOO, etc.

TIA

Jay



To: Judy who wrote (26354)5/19/1999 11:22:00 PM
From: ahab  Respond to of 50167
 
judy
I agree. The internets fullfil a desire to gamble for unsophisticated investors. As gambling it is ruled by compulsion rather than reason.
"As a dog returns to it's vomit".... It is what they know. I include myself and this is not meant as a disparaging remark.
Mike
AHAB



To: Judy who wrote (26354)5/20/1999 1:38:00 AM
From: spesk  Respond to of 50167
 
what a welcome vote of confidence.