jan, I agree with end of the net frenzy, but I am also of the belief that we are nearing the bottom of the net sell-off. I'm still very bullish on the net sector, but my focus, going forward, is going to be exclusively on the sector leaders and some possible take-over candidates. I'm still working on nailing down my "focus" group, but most of them should be of no surprise: CMGI, ATHM, ABOV, EGRP, NITE, SWS, GBIX, VRIO, YHOO, INKT, GNET, MSFT, etc, etc. I'm also holding some FNHC since I feel it's created itself a solid niche in the net world from which it could generate some great revenues from. FNHC could be the NITE and SWS of the online mortgage/lending sector.
I feel that we are entering the "consolidation" period, and the "who cares about revenues" feeling is finally going away. Revenues do count. I think we are starting to wake up to that realization with these Internuts. If that's true, then I want the money-makers, and the cash-cows who will gain marketshare through M&A.
Twick
|
