"TAP não sobrevive se se mantiver pública", garante Pinto Luz

[TheDuke]

Este homem é o meu herói... que saudades que eu tenho dos velhos tempos dele na CNBC a dar com a cabeça em doido ao Mark Haines.

Estou muito nostálgico !

[Ertai]

E esse tal de 5º Cavaleiro chamado Goggle ainda vai ser aquele que vai espevitar o Bull market para este ano. Pelo menos tudo indica que sim

[Ulisses Pereira]

"The Four Horsemen of the Net Ride Again"

By James J. Cramer
RealMoney Columnist
4/1/2004 12:04 PM EST


"The four horsemen of the Internet are back! Look at your screen, wake up!

There's eBay (EBAY:Nasdaq - commentary - research), ramping off of an extremely bullish number bump by Bear Stearns, taking 2004 to $1.10. What's a 70 multiple among friends?


There's InterActiveCorp (IACI:Nasdaq - commentary - research), getting an upgrade from a big doubter at Legg Mason -- oops, better cover that short, the quarter might be better than expected.

There's Yahoo! (YHOO:Nasdaq - commentary - research), creeping toward its 52-week-high right on schedule, given that the pattern has been for Yahoo! to take out its 52-week-high before it reports and then fall back when the insiders once again bolt or the company does a financing.

And lo and behold, even Amazon (AMZN:Nasdaq - commentary - research),the ever-silent, ever-moody Amazon, is taking off, perhaps on -- well, who knows what? Amazon isn't talking anymore.

Nothing like consistency in this market, and the most consistent group for some time now has been the interactive group. It always takes off right before the quarters are reported because these companies have the best growth of all companies.

One more thing: We are about to have five horsemen, courtesy of the upcoming Google deal. I suspect that the Google deal will be good, not bad, for the group's future. "

(in www.realmoney.com)