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Strategies & Market Trends : WR's Momentum Trades

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To: Wayne Rumball who wrote (8734)11/5/2000 8:08:35 PM
From: Eric Fader  Read Replies (1) of 11130
 
Wayne - Sorry, I just blew most of my PC time quota arguing with some idiots on the GUMM thread. But quickly, on PCTR: they recently sold off their historical core business, paid off debt, and bet the company's future on their collaborative 3D Web technology. They have some powerful strategic alliances and have done some successful demos but last week's PR was the first announcement of an actual paying customer, and it's a big one. In addition to reading the past 3-4 releases, there's some decent discussion on the SI PCTR thread - pay particular attention to Jim Navarro's industry insight:

Message 14049693

Message 13032636

Unfortunately, the USA Today article on the industry referred to in Message 14045456
is no longer available.
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