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Technology Stocks : Dell Technologies Inc.
DELL 141.50+1.9%1:51 PM EST
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To: calgal who wrote (154589)3/5/2000 2:51:00 AM
From: stockman_scott  Read Replies (1) of 176387
 
<<As Mr. McCabe recently wrote in a report, investors in publicly traded B2B companies must approach the sector more like venture capitalists, since the companies are going public much earlier than companies usually would, thus exposing stock market investors to risks usually associated with venture investing. In other words, to get on the dance floor means investors need to try some new moves.>>

~OT~...Leigh: Thanks for sharing....CMGI is still one of my all time favorites...They are a legendary Venture Investor (and internet incubator), IMO...With CMGI you are diversified throughout the internut sector, have significant B2B exposure, and get a performance that is superior to any technology mutual fund...:-)

Best Regards,

Scott
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