Well... Good Question...
* Still in WAVO. Decided to just sit there.
* Still in SEEK. Basically live there. I've
gotten to know this one almost TOO WELL.
* Looking at NDSS. Speculative play.
* Wish I'd taken Weby's advice and gotten into
CMGI a while back.
* Out of CKFR... I know, don't tell Tom, please.
It's a fine company.
* May, a little late, get back into RNWK. Think
that by year's end that one--which, if I'm not
mistaken was created by an ex-MSFT-er, will have
a certain glimmer to it.
* Still, very much on the sidelines, though.
There is an analyst who says that the much-awaited
correction has actually already happened, but nobody
noticed it. He also says that keeping MSFT on track
is critical to his scenario. As well as no Fed
interest rate moves--well, duhhh.
* I'm looking for something new. I wonder if that
thing, Intershop, has IPO'ed on the Frankfurt
exchange by now. I feel certain it has. There
a pretty big company in the e-commerce area.
* That's all I can think of tonight...
Best Regards,
c m |
