James, The Internet is the greatest publics work project in history to date. Pick the plumbers (CSCO,LU, ADCT, AFCI,or IBM), pick the site designers, (SUNW, ORCL, or MSFT), pickthe major Internet site providers, or try an Internet venture capital firm as we are doing here.
Anyway you cut it, this massive project is just getting off of the ground....So a long term hold of some CMGI seems appropriate. And if you are a little jumpy always buy a cheap far out of the money put just to cover your "heinie" if the thing implodes.
Meanwhile Merry Christmas to all, as we celebrate an amazing event that occurred in the Middle East 2,000 years ago- and let's all try in our own little ways to work toward world peace, and harmony between all peoples....
Sincerely,
Doug F. |
