Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: sherlockgerlach who wrote (20923)	10/29/1999 8:42:00 AM
From: gizmo&jack	Read Replies (1) of 108040

Jim, I currently own 3 of the 4. They're not all internet plumbing, but internet infrastructure in my mind is anything that makes the internet more sophisticated. Traffic managment, storage, high-speed, wireless, etc. JNIC is my favorite at the moment because it is very undervalued relative to CRDS and BRCD and hasn't run at all. Too many IPO flippers. Like AETH yesterday. Will pop one day soon. CYSV still undervalued. Think it will just keep rising steadily. Will hold. TPCS I don't know as much about but took a moderate position based on 26MM 2nd Q revs, 50% growth rate, AT&T connection, Morgan Stanley underwriter, and the fact that it's in the wireless industry. Lot of good here and I think it was overlooked. Made 65% return on ISLD earlier this week, but sold too early. Tough to say what's going to happen here. Seems undervalued relative to AKAM, but alot of profit taking potential. May buy back on dip. G&J

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