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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: Bruce Brown who wrote (1135)1/3/2000 9:47:00 AM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Still buying ETA and just stopped buying IDC at the 45ish level. As far as new ones that I'm looking at adding, I'm actually considering going back to the well and adding to my MSFT position. I view the Y2K problem as a non-event liability wise for them, and the more I see of W2K, the more I think the stock's going to fly. Mind you, I've owned the stock for 8 years so I'm a little biased.

Also, I'm adding to my GMST position and looking to throw some ARMHY into my portfolio for the first time.

Just a few rambling thoughts on a Monday morning. Have plenty to catch up on with later, however. :)

Teflon



To: Bruce Brown who wrote (1135)1/3/2000 10:07:00 AM
From: Teflon  Respond to of 1817
 
FYI, regarding ETA, I've been watching the trading and I'm starting to think the accumulation pattern we've been under has run it's course. Big block buying coming into the stock at the highs which leads me to believe the stock will start it's run soon.

Just my opinions as usual, and I need to keep perspective since the stock has already more than doubled in less than two months. :)

Teflon



To: Bruce Brown who wrote (1135)1/4/2000 8:07:00 PM
From: Teflon  Respond to of 1817
 
BB, I just added PCNTF to Alex's portfolio!!! Seriously, check it out. They not only have the potential to do some great things from an incubation stand point, but if they get their sh_t together on the ISP front, this could be a huge win win.

Curious if anyone has any thoughts on this company??????

Teflon