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To: Steeliejim who wrote (12798)12/7/1999 4:40:00 PM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Hi Jim - long time no see. Welcome back.

Lots of stocks busting out here - IMAN, OBAS, CMGI, MQST, RNWK, TTPA, WPNE. Stick around and Santa should be nice to you this year.

I am due for a nasty down day because life has been very good lately.



To: Steeliejim who wrote (12798)12/7/1999 5:41:00 PM
From: JSBRead Replies (1) | Respond to of 118717
 
Don't be such a stranger, stranger.

What a day, come back from the
golf course and find new highs
almost across the board. I love
this market.



To: Steeliejim who wrote (12798)12/7/1999 6:21:00 PM
From: Richard TsangRespond to of 118717
 
Welcome back, Jim, and to DLJ. Hope you like it there and get some IPO's too. PM me if you have any questions on using the site.

I am a big fan of BLSW. They have great products but low valuation compared the high flyers such as BBSW, BEAS, BVSN, in the B2B group. As expected, BLSW had a nice run compared to its peer. There are more to go and I expect a big jump to 3 digits when they officially announce their new total e-business solution later this month or next month. Having said that, I think the whole group is ahead of themselves. I have more than 40% of my portfolio in e-business, e-commerce stuff.

I am rotating some money into wireless internet access. I am late to the game, but not too late. The 3 picks I put on this thread last night just kept going, ADAP, PROX, MCOM - Damn, why didn't I have enough money to be in all 3!

Well, can't complain, portfolio is up 5.7% today after a 2.5% jump yesterday making a YTD 135%. Must have done something right.......but time to be more careful now.

Rich