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Strategies & Market Trends : 50% Gains Investing

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To: Richard Tsang who wrote (11774)11/7/1999 2:50:00 AM
From: Dale BakerRead Replies (1) of 118717
 
Rich, WPNE looks like a great pick. Why? Because they are going after server sales, just like RNWK did at first, not the retail user. With the Internet World award, lots of ISP's and portals that want to offer this service will look at them first. Really does sound like RNWK all over again.

Balance sheet looks decent too. I will start a position on Monday. For now I am happy to overload on techs and Internuts. I will keep that weight unless the sector starts to crumble again. Then I would dump 3-4 larger holdings to get my "balance" back.

Thanks!
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