My two cent$, for Daba, Zalesky, that Jerry Miller guy, and all the rest:
Regarding DCLK, I'm going to watch closely the stocks behavior as it tests the 100 day MA, which is approx $81/share. If support looks weak here, then I'm reluctant to buy additional shares until a bottom is found, perhaps at 200 day MA. If we blow through $81/share then DCLK becomes a candidate for short selling.
I agree with Daba that profits are critical for quick and sustained recovery. For that reason INSP and NTBK look good. SONE is a good speculative play, despite delayed profitability until Q3 2000. I don't know how well the old blue chips will reinflate (YHOO, AOL). Methinks there are discrepencies between their valuations, as measured by # of users. I think that YHOO users are valued 2-3 times as much as AOL's, while AOL will more easily monetize their users. IMO, things look fairly bad for YHOO, and pretty good for AOL.
-Sanjay
|
