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.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 249.09+1.9%10:17 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert Rose who wrote (93673)2/16/2000 3:43:00 PM
From: Sam Sara  Read Replies (2) of 164684
 
Also bought vert, more jdsu, vign, cmrc, cnxt over last 2 days.

Biggest holding now is HLTH, bought more today. I agree on your opinion of vert...also consider HLTH- with CARI merger, they are now the only player in a game with high barriers to entry and switching costs, once IT systems are implemented. Execution risk remains, but potential is large. I am in healthcare field, and feel good about HLTH- everywhere I look, healthcare companies are waking up to IT and internet, and HLTH is smack in the middle.

Also bought SQNM as a biotech play. As long as biotech remains hot, this will do fine.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext