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Technology Stocks : CMGI What is the latest news on this stock?
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To: James Thompson who wrote (15926)1/22/2000 3:57:00 PM
From: JavaGuy  Read Replies (1) of 19700
 
James,

Thanks for the article. I?ve no intent on shooting the messenger ?cause I?ve learned a lot from articles like these.

I don't know who this guy is but ole Paul sounds a little bitter, like he's been getting ~10% ave over the last 10 years or he's one of those poor "Value" fund managers that must just hate their job by now.
I especially like how he describes nearly all techs and telecomms as speculative-no-earnings-concept stocks.
He sounds much like the many CNBC drones that parade across my tv daily preaching "diworsification" (a hedge against ignorance) and pushing slow-growth cyclicals. Even Old School managers like Peter Lynch advocate only holding a handful of stocks.
He does not point out that over the last few years most stocks are flat or down, and a great amount of gains in the indices are from high growth stocks with actual earnings.
He does not point out that institutions are heavy holders, if not majority holders of those stocks.

Made me chuckle.

-JG
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