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To: TFF who wrote (1149)	5/20/1999 6:00:00 PM
From: CanynGirl	Read Replies (2) \| Respond to of 2802

Time to start setting up positions for the June Net rally IMHO. Don't know if we'll bottom out tomorrow or not, but should over the next week or so. thestreet.com Net Stocks Push Nasdaq Lower With Late-Day Selloff By David Shabelman Staff Reporter 5/20/99 4:57 PM ET SAN FRANCISCO -- It's too bad that Alan Greenspan and Bob Rubin didn't misread the topic for their testimony to the House Banking Committee earlier today. We would rather have heard them talk about Internet finance issues rather than the international finance issues they attacked with vigor. The point is that there now is a lack of news in a sector that is in constant need of good news to keep investors encouraged about paying outrageous sums of money for companies that have out-of-this-world valuations and may not produce profits until well into the next millennium. Internet stocks were mostly weaker today, and the sector appears to be lacking a focus -- but that could change quickly. Bruce Smith, Internet analyst with Jefferies said he's telling people "they should be buying now," in advance of what should be a strong seasonal period for Net stocks. Having studied an index of Internet stocks over the past 13 months, he's determined that the third month of every quarter is a big one for Internet stocks and that June should follow that pattern. It should be noted, though, that Smith uses mainly the biggest and most successful of the Internet companies, including America Online (AOL:NYSE), Yahoo! (YHOO:Nasdaq) and @Home (ATHM:Nasdaq), though some of the smaller Net companies like Egghead.com (EGGS:Nasdaq) and Onsale (ONSL:Nasdaq) also are included. Smith said you will begin to hear talk about second-quarter earnings in June, and he is looking for strong numbers that have the potential to be "blowout numbers." In addition, he said there are a number of technology conferences scheduled for June that will provide a steady news flow. Smith also said he is not overly concerned with valuations, explaining that during the "hypergrowth phase" that Internet stocks are going through, "looking at valuations tends to be wrong

To: TFF who wrote (1149)	5/21/1999 3:34:00 PM
From: TFF	Read Replies (1) \| Respond to of 2802

FINAL FRONTIER DIARY( TFFWL Updated + MCAR APLN HAUP FASH) ______________________________________________________________________ MARKET MOOD: Market still concerned about rates and any potential bad news lurking in the bushes. Market trying to cautiously move higher but gives it all back at the first sign of weakness. High speed access seems to be the "hot" sub sector to watch. E* Health also hot. ______________________________________________________________________ FINAL FRONTIER WATCHILST: EInvestment Pools: CMGI WCAP SFE BGF RRRR Portal/ISP's: AOL, ATHM Portals: YHOO SEEK LCOS INKT CNET GNET INSP ISP's: MSPG ELNK RMII RCNC GEEK PSIX PCNTF PRGY ONEM CNCX FLAS RTHM FCLX SPDE UPCOY FCCN LOAX ATHY ESPI High Speed Access WGAT CMTN COVD TUTS RBAK BRKT EAdvertising & Marketing: NETG DCLK NSOL TFSM WEBT MMPT VIGN USWB VRIO NETP FCST MMXI ADFC NETO APLN ECommunities: TGLO XMCM IVIL EWBX MINE ZDZ AMEN MPTH ALOY EBrokers SCH EGRP AMTD TD DLJ NDB NITE SWS JBOH SIEB TRAC MHMY IFSX EInvestment Banks FBG EAST EBanks Mortgages & Loans & Credit Cards NTBK TBFC ATLB EQTX SCAI EDFY BTOB USAB INTD FNHC NXCD EFinancial Info: INTU TSCM MKTW PQT MARG DBCC TSCN OMGA INDI MLTX INFO ONES EAudio & Video: RNWK NAVR AHWY SEVL ITVU DGV MCRE VDAT FVCX TUNE VCST WPNE LATD HAUP ETelephony LHSPF GMGC VOCLF NSPK VCSI IDTC ETEL ESecurity VRSN SDTI NETA CHKP ECommerce Solutions CYCH MAIL OMKT MACR DRIV NTFY SONE CPTH MRBA SILK PRSF EPAY PCOR CKFR SILK IMAL EBiz to Biz Commerce: VERT RAZF EAuctioners: EBAY ONSL UBID MALL BIDS PCLN Etailers: AMZN SKYM KTEL CDNW PPOD COOL EGGS CYSP IDGB ROWE PTET BAMM TMCS MZON SPLN SHRP BYND FATB TURF VUSA KLB BIGE PRFM BKS LAUN ETYS FASH EAutos AWEB ABTL NVDC ETravel: IFLY PTVL FLYR CTIX MQST EJob Search & Recuiting CDBR TJOB EHealth Services MCNS HLTH ADAM ONHN CLAI HCIA SNTC SUPC CAIS PTEK MCAR EComunication Services EFAX ECasinos ELOT