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At the risk of hyping a stock that just moved 35% in around a week, I think Cyberman is correct or at the least will be. There are a whole lot of value buyers out there who have missed the internet mania. There are a lot of people who got in and have had so much fun that they would like to do it again [get in on the ground floor]. Who would not like a second chance to participate? SFE is a viable alternative. So far it is not well known or appreciated as the next CMG, but that will change and indeed, with this weeks action, [and the help of Cyberman on the CMGI thread], the seeds of that change, planted by SFE the past 18 mo. may be sprouting. If this scenario is correct, then long time SFE holders had best get amnesia regarding trading patterns, old highs, premiums to NAV, etc. Even if internet stocks are at peak levels [a big if], and pull back substantially, there is no doubt of the internets growth prospects, and SFE will be a player. That will be recognized sooner or later. It just may have started sooner. Mike |
