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Technology Stocks : The Roaring Twenty 1998
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To: White Shoes who wrote (231)1/1/1999 1:44:00 PM
From: Dale Baker  Read Replies (1) of 338
 
I looked through my watch lists for E-commerce consultants. SE is the purest play I could find, followed to a lesser degree by VRIO, EXDS, THNK, USWB and CBSI. None of those have quite the focus that SE has.

I played SE this year from about 24 - 29 but totally underestimated its momentum to reach the 40's again. Hard to say about next year. Thoughts?

For me, BLDPF is too far out on the edge. That's why it is good to have contrasting styles go into the final mix. No denying that BLDPF has a big following. But radical new batteries are more far-fetched to me than videoconferencing. PLCM wouldn't have made so much money recently if their product wasn't in demand. Isn't BLDPF trying to find those buses they sent to Chicago a while back?
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