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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Math Junkie who wrote (6300)6/27/1999 9:28:00 AM
From: Allan Harris  Read Replies (4) of 15132
 
did you hear that guy who was touting Internet stocks on the program today?

At least two callers were ridiculed for holding AOL while it dropped 50% from it's highs. Fair criticism? I think so. But I also think holding UTEK while it dropped 60% from it's highs is subject to the same general critique. The most interesting exchange would have been for one of those callers to ask Bob whether holders of UTEK are also "in denial."

On the other hand, I think his comments about MSFT and CSCO were poignant, to say the least. You can invest in the Internet via other then fly-by-night dot.coms. Broadband infrastructure may be the coming Internet investment boom and companies like Terayon Communications, Teligent, Nextlink, and Conexant, are well beneath the radar of the current mob of Internet investors.

Internet is not a four letter word.

A
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