This thread is dedicated to e-Commerce. With triple digit growth expected by 2002, many of the stocks are still very cheap.
The art of investing in science involves both Art and Science. Technology is changing at a fast pace. Spurious rapid growth based on one innovation can turn to quicksand with the sudden introduction of another. Reason dictates the formation of a thread where discussion relevant to the whole sector is welcome.
Created on July 7, 2000, the stock prices in the portfolio are zeroed on today's closing.
Original Stock List:
Bluestone Software (BLSW) 1.20
InterWorld (INTW) 1.10
Cybersource (CYBS) 1.08
Selectica (SLTC) 1.07
Cysive (CYSV) 1.03
Fundtech (FNDT) 1.00
MessageMedia (MESG) 1.00
Proxicom (PXCM) 1.00
OnDisplay (ONDS) 1.00
Art Technology (ARTG) 0.98
Clarus (CLRS) 0.96
Bottomline (EPAY) 0.88
FirePond (FIRE) 0.80
Calico Commerce (CLIC) 0.80
Smith-Gardner (SGAI) 0.80
Persistence Software (PRSW) 0.60
CyberCash (CYCH) 0.53
ASD Systems (ASDS) 0.40
Added on 7/11/00: Preview Systems (PRVW)
Requested by: Adam Nash
Added on 7/12/00 - Requested by
Wave Systems (WAVX) - SlateColt
ALYS BLLS CKFR INTU IFMX - Return to Sender
WEBM ARBA CMRC EPNY - Lizzie Tudor
Ventro (VNTR) - LTK007
Reference Link to "e-Commerce Times" supplied by Lee
ecommercetimes.com
Added on 7/13/00: BEAS
Requested by: Lizzie Tudor
Added on 7/22/00: BVSN
Requested by: Return to Sender
ORIGINAL e-COMMERCE PORTFOLIO
siliconinvestor.com
The Top 10 portfolio is the same stocks as is in the original, minus a few. It is merely a trimmed list in the interest of faster page loads. The portfolio cost is zeroed on the same date/amount as in the original portfolio. Cost on added stocks are zeroed on their added date.
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What's hot and what's not? Who will dominate the net-scape? Where's the big money going? Where's the smart money going?
Begin the dialectic!
HerbVic |
