brk, Nice post. We are all one big GNET family here. Part of Bill's pessimism in the internet sector is the same as mine or Steve Harmon or anyone who understands them has. Many of them are very over valued, Bill points out this fact, as do I.
I put them in two groups to make a point of this. Type I, ones with profits (today) and Type II, ones without profits. I for one think many Type II internets should not be given a last cigarette as that is bad for them and then shot, that's right, taken out and shot. Meanwhile, money should be flying into GNET, ATHM, MSFT,YHOO and many others. See my list on Techride from 6/16 for starters.
Steve Harmon (www.internet.com) does write on SI. He has his own thread. It is often on the hot list and for good reason, Steve knows what he is talking about and of great value to SI investors. He answers any question they throw at him. Steve, like Bill, was in on GNET as a company long before others as well. Another smart guy.
So we have Bill to keep us Bulls thinking, and Steve with one of the best boards on SI and one of the best sites on the internet (link on my profile). Things look pretty good from here to me.
Like I said trust me, Fleck is one of the good guys. Some of the smartest people I've ever met in my life, I don't always agree with. But they all make me ask myself questions I may not had asked and they always make me think. That is of great value to me.
909S2U brk, BLUE |
