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To: Rob S. who wrote (58811)5/27/1999 11:16:00 AM
From: Mark Fowler  Read Replies (2) | Respond to of 164684
 
Robby Stephens is too early IMO. I don't read the market on the net stocks as
being nearly as ready for a major reversal of the downtrend. Although these
stocks are about due for a technical rebound, there is a continued lack of
commitment and willingness to sell on rallies. One more minor spring fling, IMO,
and then more downward movement and treading water through at least mid
summer. Take the next rally as another selling opportunity.<<

Rob- i disagree but noted, the leaders put in a bottom yesterday Imo. Do you know of any value plays in the internets group? ;-)



To: Rob S. who wrote (58811)5/27/1999 7:15:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
I do agree that the time is right to broaden out from the market leaders to the value
growth internet plays.

You are saying CSCO, MSFT, LU etc.?


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