SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: 2MAR$ who wrote (23000)11/3/1999 5:58:00 PM
From: gizmo&jack  Read Replies (3) of 108040
 
Re RDWR: I never like to see people suffer, but what the hell were they thinking here. Rarely do you buy a stock after it has run as much as RDWR had by the time it was 50. There are exceptions of course, but only if there is a reason. Massive undervaluation or merger (JNIC, ISLD) for example, or even earnings upside. But not as a sympathy play. And that is what was going on with RDWR. Like I said in a post about a week ago, FFIV and FDRY reported phenomenal earnings, not RDWR. But it was assumed RDWR would duplicate this. Don't know why. ATON didn't. Too risky and further evidence of a manic market. RDWR will now come crashing down tomorrow on poor revenue growth.

On a more positive note, INPH had a good day. Some massive undervaluation here. Should gap heavy tomorrow. And BSQR had a good close after hitting a high of 45 today. This one may never really run big in one day. Slowly but surely. A more intermediate term hold that you wake up in a couple of months and realize you doubled or tripled your money. Handheld computers are just beginning to get noticed and their visibility will expand at a rapid rate. I missed DTLK while in a meeting. Disappointing for me, but congrats to all those involved. Also looks like a winner.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News