BAM, wandered here from AXC
I am (unwittingly, I may add) following in your footsteps, VERY long AXC and (as of today) GNET. I bought GNET primarily on technicals, and less so on fundamentals. Looking at GNET properties, the one that intrigues me the most is the one you and I are using right now, Silicon Investor. My curiosity has been piqued- would you have bought GNET if it did not have a stake in SI?
I confess I am not sure how SI will ultimately evolve, but the branding is of prime quality. Do you have any thoughts on where SI is headed (related primarily to mergers/acquisitions, which we now all see as having to play out as internet matures).
Finally, I must thank you for BCST- I bought in 80's and almost sold, but was dissuaded by one of your eloquent posts to hold on. Ultimately I sold in 140's, after YHOO deal, and may yet jump back in. I owe you one (so far, only one.....VBG) |
