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Technology Stocks : Internet Guru Discussion
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To: stock_bull69 who wrote (4035)1/31/2000 4:28:00 PM
From: Winston Lee  Read Replies (2) of 4337
 
<<Winston, I suggest you do a bit of DD on Steve's picks.>>

No need to do DD - frankly, it sucks. The big money this year will be made in b2b stocks like VIGN BVSN CMRC, etc. - just like last year, and some infrastructure stocks like JNPR, SCMR, etc. I wouldn't touch b2c stocks like CMGI - sun is setting on the entire b2c sector, which is why CMGI announced that it's also getting into b2b space. Of course, they're light years behind ICGE. I made a killing last year on the b2bs & infrastructure.
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