kami~ My strategy is simple... ATG: All Things Gilder!
Gilder's track record totally blows away all other "analysts." Your picks are solid, IMO. Personally, I have been long in JDSU, SDLI, MEDX and ABGX for varying lengths of time, but longest in WAVX, at three years. WAVX is an untapped diamond mine, IMHO. On Friday, MSFT committed to embedding WaveXpress technology into Whistler, for release in mid 2001, which means that in all likelyhood, Wave's "Trust @ the Edge" paradigm will become ubiquitous! What does that mean? My conservative estimate is a 20 bagger inside three years, from here at 24, though I own 5K shares at 8. Do your own DD, of course, kami.
Cheers,
Wooly |
