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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Investor2 who wrote (13121)4/12/2000 5:51:00 AM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
I2: I don't know if SFE's decision to walk away from the BTB was the proximate cause for the sector correction. I would be seriously reconsidering any BTB stock that has fallen below its April 4th low. One cannot realistically value these companies going forward so valuations are based on market sentiment IMO. That article is encouraging as it suggests sentiment has turned in the sector to a certain degree anyway. Therefore, the time to venture into this area is when sentiment is at its worst in the market and/or in the sector, preferably both.

If you purchased Firstahnd or any BTB fund last fall, you have had a wild round trip. If you purchased Firsthand or any BTB fund in the late fall or winter, you are under water.

I do like the mutual fund approach at this point because one must buy a basket of them all because of the dynamics of the sector. I am going to get a prospectus on the Amerindo BTB Fund scheduled to open the next month and compare it to Firsthand.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News