From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #529 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Friday, February 12 1999 Volume 02 : Number 529 In this issue: [CANSLIM] "M" [CANSLIM] Sizes of Bids/Asks Re: [CANSLIM] Impact of the Internet [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup Program Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup Program [CANSLIM] (off-topic) Shareholder Rights Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackup Program Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackupProgram Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackup Program ---------------------------------------------------------------------- Date: Thu, 11 Feb 99 10:03:500 -0500 From: Jeffry White Subject: [CANSLIM] "M" Tom W. wrote: >I agree with Jeffrey's sentiments >posted earlier (tho looks like he should have held the DELL >puts another day, but probably still a wise action on this >still powerful stock) that a huge gap down tomorrow would be >healthy. But so far looks like we will get neither a sig gap >up or down. Those "shoulda, woulda, coulda's" are, without question, the largest impediment to my trading. But, I'll indulge it a bit. ;) I shoulda, but I couldn'ta and if I woulda, I wouldn'ta gotten long for what I feel will be a rally back to the 34 SMA on all index averages (except the Nas) before getting ready to open March puts on the first sign of failure. The A/D yesterday was miserable, no gap of significance, but a reversal which likely can foster a rally of a few days. Regards, JW - - ------------------------------ Date: Thu, 11 Feb 1999 12:19:11 -0800 From: "George W. Gregory" Subject: [CANSLIM] Sizes of Bids/Asks There is an adage in the brokerage business that a stock will trade to the size. As Tom said, this can only apply to listed (NYSE or ASE) stocks, and the stock would have to be institutional quality; not a $2 stock. The reasoning is that any large buyer or seller wants to make certain they can buy/sell quantities of stock without running it up/down, so they wait until the book builds and the take the offer/bid all at once. This is not nearly as true of stocks that are the retail "public" stocks. And, in the case of the internets, I don't know who are the primary buyers/sellers. George G. - - ------------------------------ Date: Thu, 11 Feb 1999 14:44:17 -0800 (PST) From: Anindo Majumdar Subject: Re: [CANSLIM] Impact of the Internet The best way is put equal amounts of money on the early leaders in the new market. As the clear winners start separating themselves , sell the losers and plow the money into the winners. The amount of money you make in the winner should more than offset your losses from the losers. For instanceO you could have employed this strategy with CSCO, BAY, COMS in the beginning of the networking revolution and eventualyy you should have had only CSCO. In the internet space the leaders in the portal space are AOL and YHOO which have clearly separated themseles from the pack. In the ecommerce sector it would be AMZN, EBAY and one can't discount MSFT. The valuations on all these companies are very rich but I believe if you buy now and hold for 5 years you should do very well. Anindo > > Here's a couple paragraphs snipped from Infobeat's daily > report on Internet companies. Worth reading, if only to > understand the full potential of this still rapidly growing > medium. > > At the end of 1998, there were an estimated 147 million > users of the Internet around the world, and 52 percent of > them, or 76 million, were logging on in the United States. > This reflects a compound growth rate in Internet users of 55 > percent since the end of 1996. The numbers were released > today by the Computer Industry Almanac Inc., an Arlington > Heights, Ill.-based reference information publisher. The > estimate includes adult Internet users with weekly usage in > businesses and homes. Japanese Internet usage included 9.75 > million users, ranking second, followed by the United > Kingdom's 8.1 million users, Germany's 7.1 million, and > Canada's 6.5 million. > > (NOTE: my editorial - had this been measured in terms of > percentage of adult population, and/or national economic > conditions, I suspect each of these countries would have > outranked the USA) > > Network Solutions announced it registered a record 621,000 > new Internet domain names in the fourth quarter of 1998, up > 137 percent from the fourth quarter 1997. That's almost > 10,000 each working day. The cumulative total of Net > registrations grew 118 percent from 1.5 million at December > 31, 1997, to nearly 3.4 million at December 31, 1998. > > The value of Internet advertising in the first nine months > of 1998 was $1.3 billion, according to the New York > City-based Internet Advertising Bureau. The estimate, > developed by a division of PricewaterhouseCoopers, said > third-quarter ad revenues were $491 million, more than > double those of the previous year's third quarter. The > categories which lead online spending during the third > quarter were consumer-related (27 percent), computing (24 > percent), financial services (16 percent), telecom (11 > percent) and new media (7 percent). The report also found > that the overwhelming number of revenue transactions, (94 > percent) continue to be cash-based with barter/trade and > packaged deals accounting for five percent and one percent > of total revenues. Banner advertisements are the predominate > type of advertising, accounting for 53 percent, with > sponsorships generating 30 percent of ad revenues. > > More than half the households in the United States have > personal computers, according to research by Dataquest Inc. > In 1995, only a quarter of homes had a PC, the research > division of Gartner Group Inc. said. "There is evidence that > the first time buyers are coming from households in the > lower socio-economic levels, however the increase in > penetration is across all segments," explained consumer > market research director Van Baker. > > And here's a snip from the "MoneyDaily Report" > > Famed tech investor Roger McNamee reportedly said that 5% of > today's Internet companies will be huge, 10% are on the > fence as to their success, and 85% will fade away. It's > better than burning out. > > As one investor who is still searching for his first > personal "right CANSLIM" internet stock to buy, I remain > convinced that there is a future Bill Gates/Microsoft style > internet stock out there. It's just a matter of figuring > which one will be in the 5% "huge" category. I wish I knew > at what point MSFT first became a legitimate CANSLIM stock?? > > Tom W > stkguru@netside.net > ICQ # 5568838 > > > > > - > > - - ------------------------------ Date: Thu, 11 Feb 1999 17:50:36 -0800 From: "Peter Newell" Subject: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup Program If your interested please email me directly. Thanks, Peter Newell - - ------------------------------ Date: Thu, 11 Feb 1999 19:18:27 -0500 From: "Joan Sherman" Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup Program Hi Peter, Please explain....... Joan Sherman - -----Original Message----- From: Peter Newell To: canslim@lists.xmission.com Date: Thursday, February 11, 1999 5:54 PM Subject: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup Program >If your interested please email me directly. > >Thanks, > >Peter Newell > > >- > - - ------------------------------ Date: Thu, 11 Feb 1999 21:27:50 -0500 From: Rich Ralph Subject: [CANSLIM] (off-topic) Shareholder Rights Hi all, I know this is way off-topic, but I need some help, and there are quite a few really bright people on this list. I am searching for info. on shareholder rights. Specifically, on if it is possible to stop a corporate merger? You can e-mail me directly, so this subject doesn't clutter up the CANSLIM discussion. Thanks for listening, and best wishes for good trading! All the best, Rich Ralph - - ------------------------------ Date: Fri, 12 Feb 1999 08:51:15 -0800 From: "Peter Newell" Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackup Program Joan, Thanks for responding. I'm starting a company that provides an automated computer backup service, thru the internet and I am looking for a few beta testers to test the system and provide feedback. The main advantages of using an automated remote system are 1) you don't have to select, buy, install, and maintain any additional equipment 2) its in a seperate location so your data is accessible if your building is damaged or system is stolen 3) completey automated, enter userid, password, encryption key, and dialup provider 4) a Recovery CD is provided to allow the fastest recovery I know of 5) you can recover to any particular day, which is useful for virus recovery and hardware failures that cause disk damage Naturally, during the beta test the system is free. As soon as we get some kinks out, I'll be sending you a copy of the install program with a user id and password. Thanks again Peter Newell - -----Original Message----- From: Joan Sherman To: canslim@lists.xmission.com Date: Thursday, February 11, 1999 4:20 PM Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackup Program >Hi Peter, > Please explain....... >Joan Sherman >-----Original Message----- >From: Peter Newell >To: canslim@lists.xmission.com >Date: Thursday, February 11, 1999 5:54 PM >Subject: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet Backup >Program > > >>If your interested please email me directly. >> >>Thanks, >> >>Peter Newell >> >> >>- >> > > >- > - - ------------------------------ Date: Fri, 12 Feb 1999 09:03:24 -0800 From: "Peter Newell" Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackupProgram Sorry about this. Peter - -----Original Message----- From: Peter Newell To: canslim@lists.xmission.com Date: Friday, February 12, 1999 5:55 AM Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackupProgram >Joan, > >Thanks for responding. > >I'm starting a company that provides an automated computer backup service, >thru the internet and I am looking for a few beta testers to test the system >and provide feedback. The main advantages of using an automated remote >system are > >1) you don't have to select, buy, install, and maintain any additional >equipment >2) its in a seperate location so your data is accessible if your building is >damaged or system is stolen >3) completey automated, enter userid, password, encryption key, and dialup >provider >4) a Recovery CD is provided to allow the fastest recovery I know of >5) you can recover to any particular day, which is useful for virus recovery >and hardware failures that cause disk damage > >Naturally, during the beta test the system is free. > >As soon as we get some kinks out, I'll be sending you a copy of the install >program with a user id and password. > >Thanks again > >Peter Newell > > > >-----Original Message----- >From: Joan Sherman >To: canslim@lists.xmission.com >Date: Thursday, February 11, 1999 4:20 PM >Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for >InternetBackup Program > > >>Hi Peter, >> Please explain....... >>Joan Sherman >>-----Original Message----- >>From: Peter Newell >>To: canslim@lists.xmission.com >>Date: Thursday, February 11, 1999 5:54 PM >>Subject: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for Internet >Backup >>Program >> >> >>>If your interested please email me directly. >>> >>>Thanks, >>> >>>Peter Newell >>> >>> >>>- >>> >> >> >>- >> > > >- > - - ------------------------------ Date: Fri, 12 Feb 1999 17:53:17 +0100 From: Johan Van Houtven Subject: Re: [CANSLIM] [NONCANSLIM] Looking for Beta Testers for InternetBackup Program At 08:51 AM 12/02/99 -0800, you wrote: >Joan, > >Thanks for responding. > >I'm starting a company that provides an automated computer backup service, >thru the internet Patrick, Fascinating stuff. Some questions sprung to mind. What about the speed which is limit to your modem's speed, right? How can I backup my 4GB HD in a reasonable time thru the internet? Why would I want my private data to be backupped to a remote site. What about guaranteed security? What about clever hacker using something like packet sniffers taking copies of my backup whilst travelling true the internet? >and I am looking for a few beta testers to test the system >and provide feedback. The main advantages of using an automated remote >system are > >1) you don't have to select, buy, install, and maintain any additional >equipment >2) its in a seperate location so your data is accessible if your building is >damaged or system is stolen >3) completey automated, enter userid, password, encryption key, and dialup >provider >4) a Recovery CD is provided to allow the fastest recovery Wow. How do you get the fastest recovery? Doesn't the data travel back true the internet if want a restore? >I know of >5) you can recover to any particular day, which is useful for virus recovery >and hardware failures that cause disk damage > >Naturally, during the beta test the system is free. > >As soon as we get some kinks out, I'll be sending you a copy of the install >program with a user id and password. > >Thanks again > >Peter Newell > - -- Johan Van Houtven - - ------------------------------ End of canslim-digest V2 #529 ***************************** To unsubscribe to canslim-digest, send an email to "majordomo@xmission.com" with "unsubscribe canslim-digest" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message.