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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8109)8/2/2001 4:33:33 PM
From: Oeconomicus  Read Replies (1) of 57684
 
Thanks. I'll probably add some more over the near term.

Rocks? I guess I missed them too. Actually doing quite well since Jan 1, thanks mostly to ELNK and SONE (both of whom had crappy days today). Much more comfortable buying things now than in years.

Been buying ET and WCOM too, though they are having trouble getting up off the floor. AVCI seems to fit right in with my contrarian/value portfolio, though they are still a good way from profitability. Plenty of cash to get them there and plenty of upside.

Regards,
Bob
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