My understanding is that, all these analysts are hinting that except the top tier Net
leaders, namely AOL, AMZN, YHOO, NSOL, CNET, EGRP, etc.,
MB,
I believe we interpreted that the same. I was fuzzy as to what was top tier beyond AOL, AMZN and YHOO. SEEK, ONSL, UBID, COOL, and EGGS are definitly not quality. Left out of the picture are firms like EBAY.
CMGI, LCOS, EBAY, ATHM, NTBK, INKT, DCLK,
AMTD, etc. All these are quality Net stocks, but to me every one of them has some issues
hanging over their heads,
What issues are hanging over these that are not hanging over AMZN or YHOO. I classify AOL entirely differently.
I see a lot of possible problems hanging over NSOL. It is possible I do not understand NSOL. During the fall, that was the first of the group I sold at a loss. It is lower now then when I sold it and I have no problem buying it back but I do not see how they have a great future. It is clear I do not understand.
Your analyst's post are very helpful.
Glenn |
