Since dot.com world becomes so big and diversified in the
past two years, the dot.com in my previous post really
means the B2B market maker companies, B2B infrastructure
companies, and heavy weight internet media companies.
To be specific, I am talking about the following companies:
ARBA, CMRC, ICGE, VERT, ITWO, WEBM, VNTR, INKT, VRSN, CMGI,
YHOO, AOL, and VIGN.
As a matter of fact, I want to put on the record and say
that even if you get up tomorrow morning and put down
100K evenly distributed on the above companies, with
the least optimistic estimate, you will have 200K in
your portfolio 3 years down the road, with 50%
possibility to end up with 500K or more.
Danny
PS: I left out eBAY as I think it's not so cheap here, and
I left out AMZN as you would probably have bought it at 60s
if you like it or sold it at 60s if you dont |
