Hi David, Peter, Giselle, et al
David, I see I've matched your 27% tumble from the top -- the worst part of which is that due to the vagaries of math, you need a 37% rebound just to break back even (it doesn't seem fair, I know).
The last time the NASDAQ fell like this I made some of the easiest money ever, so if there is a reversal tomorrow, I'll look to pick up some BVSN, RNWK and others that I'd like to see in my portfolio, which, unfortunately is only about 1% cash right now...
As for BVSN and VIGN in the one-to-one marketing space, it appears that Net Perceptions (NETP) is going to go public before the week is out (market conditions permitting, I'm sure.) We've mentioned them before, but FYI, they are the IPO pick of the week at Renaissance Capital:
cbs.marketwatch.com. I'm curious to see what type of market cap they are able to claim.
Good luck to all,
-Bill |
