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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?


To: HeatherN who wrote (14175)11/20/1999 11:38:00 AM
From: Sarkie  Respond to of 28311
 
Based on his reasoning for the list,
I have to ask why ORCL is not included?????



To: HeatherN who wrote (14175)11/20/1999 3:32:00 PM
From: Larry Zenith  Read Replies (1) | Respond to of 28311
 
Heather,

I have a THEORY about why: he doesn't want to be said COPING the list from Merrill. Since he already includes 16 of 20 HHH stocks, that is striking similarity of 80%. He just couldn't afford to include more from HHH. So GNET is one of victims.

Even with that theory in mind, I still don't get what BNBN, ONSL are on the list. Can you call ONSL and BNBN "blue chip" stocks? No effing way.

BNBN is still below its IPO price, and ONSL is in consistent down trend, floating in low 20s, almost 80% down from its high 108. Are these characteristics of Blue Chip net stocks??? Harmon used to like Digital River, now he prefers ONSL. I wondered why.

I don't see the logic here to include BNBN, ONSL in his list. I am not convinced at all, or at least I am not going to put my money into his Net30 index fund.

GNET longs, what about my theory? Any comments? Oh, s'il vous plait.

Larry Long GNET #79



To: HeatherN who wrote (14175)11/21/1999 11:26:00 AM
From: White Shoes  Read Replies (1) | Respond to of 28311
 
The way I understand it, Harmon's index was fairly quantitative. Based on revenues. So, GNET didn't make the cut.