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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Steven Finkel who wrote (7794)	6/2/1999 10:33:00 AM
From: ynot	Respond to of 57584

maybe not eom ynot :)

To: Steven Finkel who wrote (7794)	6/2/1999 11:28:00 AM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Steven, as WCAP nears 10, I would expect a consolidation. . . I doubt if it will enter single digits, but would not be shocked if it did. Yes, I know it hit a high of 65, but it is seen just like RRRR as a wannabe CMGI. Incidently CMGI, when it hits bottom, makes for a nice "mutual fund" of sorts for internet issues. CMGI, WCAP, RRRR, TPEG, etc is an interesting way of playing the internet in a broad way, with just a few issues. I am not going to be as bullish with internet stocks that are unproven as I was in 98-99. Once the stories of bloodshed hit the streets, I believe many will become gunshy to a point. . .akin to Y2K related software services sector. Earnings, acquisitions and equity investments by the majors are the new criteria for selecting internet stocks for 99-00. Rande Is