[Fwd: ISDEX (Internet Stock Index) -- the Pure Play Internet Index]

Gregory Alan Bolcer (gbolcer@endeavors.org)
Wed, 17 Mar 1999 16:44:55 -0800


My comments below.

-------- Original Message --------
Subject: ISDEX (Internet Stock Index) -- the Pure Play Internet Index
Date: Wed, 17 Mar 1999 15:31:06 -0800
From: m bolcer <mbolcer@earthlink.net>
To: "Gregory A. Bolcer" <gbolcer@endeavors.org>

Greg:
Want to keep track of the Internet companies ?
Dad

http://fast.quote.com/groups/isdex.html

[ISDEX] [Stock Quotes Provided By Quote.com]

The Current ISDEX value is N/A with a change of N/A (N/A%)

Wednesday, March 17, 17:55 PM Eastern time
Company Stock Time Last Change Volume Business
Symbol

@Home ATHM 16:01 120 +1 1/8 1,861,300 Cable Internet
5/8 services
BUY: DSL is making a comeback, but they still can't
compete with the more open cable modem model, also all the
appliances, information and otherwise, that people want to hook
up to the internet already have a cable stuck in them.
24/7 TFSM 16:0030 3/4 +2 3/4 1,395,100 Ad network

Amazon AMZN 16:01 131 -2 3,933,700 E-tailer of books,
13/16 music, video
HOLD: if you got em, hold em, but I stopped buying things at Amazon,
and my number one rule, if you don't use the service, don't buy the stock.

AOL AOL 17:15 109 +4 1/8 27,074,400 Consumer online
1/16 services
HOLD: good strategic alliances, good management, but they are such
a bunch of dingbats.

Axent AXNT 16:0033 3/8 -1/4 597,000 Web security
software
UNKNOWN: There are better web security companies in my opinion.
Just because you are publically traded doesn't mean you are the best.

Beyond.com BYND 16:0022 3/4 -1 5/8 1,123,400 Software Retailer
Network
SELL: Gag.

Broadcast.com BCST 16:0087 3/4 -2 3/4 810,100 Web audio-video
aggregator
SELL: Gag, gag. You might consider holding them too, this stock will
basically shadow INTEL prices, so you might as well invest in INTEL.

Broadcom BRCM 16:0067 3/8 +4 1,857,900 Broadband chips
BUY: one of my favorite companies.

Broadvision BVSN 16:0063 1/8 +2 1/8 770,600 Web marketing
software
UNKNOWN: anything with marketing in the title says sell.

CDnow CDNW 16:00 18 +5/8 711,400 E-tailer for music
SELL: At the point the CD companies start declaring war on the consumer,
consumers should start not buying CD's. Don't use this service either.
7/16
CheckPoint CHKPF N/A N/A N/A N/A Web security
Software software
HOLD: I've at least heard of them.

Cisco CSCO 16:01 106 +1/16 7,056,800 Leading Internet
1/16 routing firm
HOLD: Untouchable....maybe. Standard portfolio stuff.

CMG Info CMGI 16:00 175 -5 3/8 3,034,400 Internet venture
3/8 firm
BUY: Love these guys. Pretty smart, but if they were really brilliant,
they'd fund my company.

CNET CNET 16:00 92 -4 3/8 1,296,800 Web and cable
9/16 content
SELL: Gag. YACC -- yet another content company. Does anyone really
believe that content is king?

Concentric CNCX 15:5959 3/4 +1 464,900 Internet services
1/16 provider
HOLD: I like them just because they are customer responsive, hi-tech focussed
and understand the techie needs better than other ISP's.

Cybercash CYCH 16:0014 7/8 -1 1/8 1,497,500 Digital currencies
SELL: Love the concept, but AMEX, VISA, and Mastercard will trounce them
in the long run.

Cyberian COOL 16:0120 7/8 -1/2 1,904,200 PC/technology
Outpost etailer
SELL: No comments here.

DoubleClick DCLK 16:00 145 +15 3,501,900 Web advertising
HOLD: They have revenues. Them and adcom.

13/16 5/16
E*Trade EGRP 16:0055 1/2 -1 3/8 2,449,900 Web stock trades
BUY: Self referential helps build those bubbles.

Earthlink ELNK 16:0071 1/8 -2 892,200 Internet services
5/32 provider
SELL: Purely emotional disgust with them, but probably a HOLD.

eBay EBAY 16:00 155 -2 1,687,100 Leading personal
3/4 1/16 auction service
SELL: If I were the owner, I'd dump every single stock I could as soon
as the SEC waiting period was over.

Egghead EGGS 15:59 16 +1 4,827,000 E-tailer of
15/16 3/16 software/hardware
SELL: The only thing they have going for them is consumer branding.
Cut out the middleman I always say.

Excite XCIT 16:00 108 +1 7/8 1,229,200 Navigation services
7/8
HOLD: Cringely likes them.

Exodus EXDS 16:00 117 +1 1/2 2,225,000 Web hosting data
3/4 centers
HOLD: Geege likes them.

GeoCities GCTY 15:57 110 -1 5/8 161,100 Websteader/free Web
3/4 sites
SELL: I can't stand this company.

Go2Net GNET 16:00 115 -10 1,997,400 Content, search and
1/8 7/8 business communities
SELL: AOL wannabe with a worse business model.

Infoseek SEEK 16:00 81 +13/16 1,667,300 Navigation services
11/16
SELL: Any company that wants to charge a grad student $50k for a desktop
search engine to log all their emails has got to be doing something wrong.

Infospace.com INSP 16:0078 1/8 +1 1/8 374,900 Content and commerce
wholesaler
HOLD: Used them once or twice.

Inktomi INKT 16:00 77 +1 1,434,300 Network caching,
5/16 13/16 search wholesaler
HOLD: Everybody likes Inktomi, but not enough to invest heavily.

ISS Group ISSX 16:0087 1/4 +3 1/8 164,800 Security software
UNKNOWN: Not sure.

Lycos LCOS 16:00 101 -3 3/4 1,265,400 Navigation services
HOLD: I like Lycos, they have a pretty good business model, are growing and
venturing in new areas, but maybe not fast enough.
3/4
Mindspring MSPG 16:00 95 -3 3/8 379,700 Internet services
1/16 provider
SELL: I know a couple of people, way over priced.

N2K NTKI 16:0015 1/8 +13/16 403,300 E-tailer of music
SELL: If I hear just one more...

Netscape NSCP 16:0197 5/8 +3 4,645,700 Internet software
9/16 and services
BUY: They are doing some good stuff, they just have some organizational
problems. Sun and AOL make good partners.

Network NETA 16:0141 1/8 -1 2,444,200 Internet security
Associates 1/16 software
BUY: But I like Symantec better.

Network NSOL 16:01 278 +16 1,787,600 Domain name
Solutions 1/4 1/4 registrar
SELL: No reason to own this.

ONSALE ONSL 16:0038 1/4 -1 1/8 818,700 Web auctions
SELL: This either.

Open Market OMKT 15:59 12 -7/8 1,881,900 Internet commerce
11/16 software
UNKNOWN: Auction or E-commerce, maybe both. Can't tell a company by the ticker.

Preview PTVL 16:0021 3/4 -7/8 510,600 Web-based travel
Travel services
UNKNOWN: I need a vacation in Cabo. I'll recommend it when they send
me a package.

PSINet PSIX 16:01 39 -15/16 859,400 Internet services
13/16 provider
HOLD: Owner of lots of Internet real-estate. Not sure if they are one
of the chosen for the next generation.

RealNetworks RNWK 16:00 121 +6 3,251,500 Internet streaming
media software
SELL: Somebody's going to come up with a better media offering on the net
and it's not going to be them.

Security SDTI 16:00 17 +11/16 963,500 Internet security
Dynamics 3/16 software
UNKNOWN: I really have to learn more about all these security offerings.

Security SONE 15:56 66 -2 1/2 113,200 Web banking software
First
HOLD: Heck, MSFT might buy them if the old establishment banks don't. But
then I don't use their service and there are lots of alternatives.

Sportsline SPLN 16:00 54 -1 324,200 Web-based sports
11/16 5/16 news
SELL: Greg gags on YACC

USWeb USWB 16:0043 1/8 +1 894,700 Turnkey Web business
1/16 services
SELL: But can they build software?

Verio VRIO 16:00 46 -2 321,300 Internet services
11/16 provider
SELL: YAISP

Verisign VRSN 15:59 121 -3 1/2 605,600 Web Digital ID
issuer
BUY: Like 'em. Use 'em.

Vocaltec VOCLF 15:54 10 -9/16 109,200 IP telephony
11/16 software
SELL: Close, but something better is definitely coming along.

Yahoo YHOO 16:01 172 -2 3/4 2,890,700 Navigation services
1/8
HOLD: Search engines, you gotta love them. My favorite ego-surfing
place is still google.

XOOM.com XMCM 16:0068 1/8 +4 3/8 483,500 Ecommerce community
HOLD: Anything with e-commerce in the title is bound to gain a few points,
but is it what people really need?

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