Peter,
The fundamental 'situation' has changed, IMHO. The euphoria which ran up HLTH and KOOP is not something that repeats again and again with others in the sector. I think that, psychologically, traders are less likely to push up other health.net stocks now. These 2 are seen to be the leaders in their sub-sectors, like it or not.
MCNS must come out swinging with a great website and some serious brand awareness-ing to head back up. I, for one, do not feel at all good about calling the management 'conservative', etc. Internet stocks do not run on that kind of talk. That's not what running a Net business is about.
Been there, done that. And I lost some money. I want to see energy, creativity, AND profits.
Cheers,
Bond |
