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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: kha vu who wrote (41781)	5/25/1999 12:12:00 PM
From: Susan G	Read Replies (1) \| Respond to of 120523

To all USWB fans... Nice company USWB has in this Briefing.com article from today - up there with the big guys. Will Net Sector Rise Again? The short answer is yes. Briefing.com expects the group to start heading higher in early June as traders begin to bid Net stocks up in anticipation of yet another strong quarter of revenue/earnings growth. But with each such advance participation should narrow, as investors become ever more demanding of performance. Just having a ".com" in the name will no longer be enough to sustain a stock. The company will need to show some combination of the following: proprietary technology, high barriers to entry, good management and/or strong brand identity. As for valuations, it is still too early to apply traditional measures, but as the industry matures and more stock becomes available don't expect a return to the absolutely insane levels of the past. Continued consolidation will also help reignite the group. As more and more second and third tier companies struggle to add customers and grow their revenues/earnings at an acceptable pace, they will seek out larger partners. In addition, many of the larger companies in order to remain ahead of the curve will want to add eyeballs. These forces will collide with a wave of merger activity being the outcome. Net-mania may indeed be over, but Net outperformance is not. Briefing.com contends that aggressive growth investors, with a high tolerance for risk, should begin to snap up bargains among the group leaders such as Exodus (EXDS 76), Yahoo! (YHOO 137 7/8), America Online (AOL 119 7/16), RealNetworks (RNWK 71 3/4), E*Trade (EGRP 50), Net.B@nk (NTBK 41 3/8), InfoSpace (INSP 49), Inktomi (INKT 103 5/16), Amazon (AMZN 117 1/2), CNet (CNET 115 1/16), USWeb/CKS (USWB 26 1/4) and eBay (EBAY 183 1/4). Copyright © 1999 Briefing.com, Inc. All rights reserved.