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Non-Tech : Doc Stone's Bierstube und Trading Room

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To: M. Frank Greiffenstein who wrote (630)3/8/2000 11:56:00 AM
From: eric deaver  Read Replies (1) of 638
 
DocStone:

How about adding JAWZ to that list. IMO, b2b services, broadband internet access, and data security / offsite vaulting go hand-in-hand-in-hand. I first mentioned it on this thread at about $2-3. It peaked on its most recent run above $15. Now consolidating around $11-11.50. I would consider anything under $11 to be a good entry point. I am long this company from $0.65 and intend to stay there. I of course have to up my previous $10/share projections (but that's a problem I LIKE to have). Based on other security company valuations and some of the projections made by others on the Raging Bull thread, I think $30 is doable over the next 4-6 months. A lot depends on the timing of NASDAQ listing and 1st quarter revenues.

Also, Doc, do you have any opinion on small oil company stocks. I am currently in SIY (Canadian) and am looking at PYOL (but have not entered yet). I figure that if the price of crude remains firm, these companies are going to start producing more of their marginal reserves (actually SIY reserves/holdings are not very marginal).

What do you think?

Eric
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