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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (15307)	5/26/1999 7:36:00 PM
From: Trader J	Respond to of 56537

Softechie: I would love to give you my honest opinion here but, recently I have made some crappy recommendations. I really liked AWEB and ABTL in the high 20s, DRIV in the low 30s, DELL in the high 30s, etc. etc. Of course, the Inet correction took everything down so I don't feel too bad....but still. Personally, I love DRIV as a company, and a niche player. They are the type of company that should do well in the expanding Inet world. I am concerned with those Inets companies that only offer standard products via the web....price competition and distribution models will deeply cut into profits and quickly BK many of the ones out there today. I like the companies that build the Inet, and allow companies to do business on the web....like DRIV. They are classy, well run, and I think they will do VERY well. I am quite surprised at the tumble they took during this mini-corrections. They dropped from 33 to 19 in a hurry....... I believe they will be back shortly... but a lot depends on the Inets as a sector. I doubled up my position here today at 20 and will most likely go back in for more soon. In short, GULP, I still like DRIV. For the record, these are a few of my favorite Inets: DRIV GBLX ABTL AWEB ABOV (Price Only) WEBT I like some of the majors as well, but with some of the valuations, I would hesitate to take any more than a trading position: AOL DCLK CNET YHOO TJ