SEBL, I2, FIBR, and ONIS were players specifically mentioned as positioned for explosive growth (300%).
Forbes just hit the mailbox. Ordinarily it would still be flat pressed against the coffee table waiting on a lift to the litter bin, but this time... this time I had just read your post concerning Alberto Vilar's Wall Street Week appearance. So, it was with this familiarity with the name that I read across the top of the magazine cover, "The Next Wave In Tech Stocks By Alberto Vilar."
He has some good points on which to advance his thesis. In the broader perspective of the past few decades, Internet technology is a paradigm shift for all areas of business and it follows that there would be some disruption. The Internet is still here, despite the slowdown and companies that can WILL take advantage of it. Since the Internet is currently out of favor as a speculative play, when the growth story returns, the returns on growth should have more than the usual upside potential.
But that's not the reason for my post. I just wanted to note that FIBR was not one of the companies mentioned in the article. He briefly touched on SEBL, HOMS, ONIS (though it was incorrectly labeled ONI), AKAM and ITWO.
Regards,
HerbVic |
