dennis,
I hope that you make a killing, I really do. Nobody deserves it more than a good person like you do.
I very much agree with your picks.. CMGI, AMTD (I think EGRP is a better bet longer term though) and NITE.
Did you see my fav little CTIX? Went up 6 today. It is a great buy around the lower 30's, upper 20's. Also watch SCAI, they are splitting and have no float. They are a good candidate for a takeover some time going forward.
I cant say how happy I am that you made a good exit on AOL. It looks like big money is moving and little monies are chasing. There is no way that a big name S&P stock can trade at 200 PE, even if it is AOL.
How about the Knicks? That was quite a comeback, very nice.
CPQ.. what a woofer!!! I agree that if they announce a loss as I have heard talk about, that the stock will see the teens easily. I think DELL can slide lower too, back to the sub 32 area, and if CPQ preannounces a loss, then maybe lower..
Finally, on a bottom on most nets.. yes I agree and notice today that many little guys had good days... JWEB, OMKT, CTIX, EPAY and many others. People love to daytrade cheap stocks. I dont think we go back to the days of net news= 25 million shares traded and 100% movement, but pick the stocks well and one ought to do fine.
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