Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3774)	1/3/2000 1:56:00 PM
From: Sgt. Stockpile	Read Replies (1) \| Respond to of 4337

CNBC just went through 5 of Harmon's top 10. The next 5 are coming up soon. I must say that I am a fan of Harmon and subscribed to the report. The man has made me seven figures, he can have 99 bucks. But I was concerned about his list and would appreciate your comments to those who did their DD. The list seems too eclectic. He seemed to pick stocks because they were cheap not because they were good. He recommended PCNTF midway last year on his 99 Hotwatch but the stock just went flat until he dropped it. Now he picked it again. He also recommended StarMedia last year but it dropped like a rock until his successors at Internet.com dropped it as well. He replaced STRM with TRRA now. My fear is that he has picked stocks that have been languishing and ignored by the market for years. The only reason these stocks have moved today is because of his recommendation but I'm not sure Spyglass and Pacific Internet have the ability to do much. I understand why he wouldn't recommend Commerce One, but out of CMRC, ARBA, PPRO, ICGE, EXDS or VERT he picked USIT and NETP? Come on. Give us some stocks with meat on their bones, a good reputation and long-to-mid-term momentum. I don't think some of his picks are good idea at all. I want to hold the leaders and market movers. That's why owning CMGI, DCLK, GNET, AOL last year was great. I used to invest in really risky "big-poppers & big-droppers" like Egghead.com and the like. But now I'm a blue-chipper. I trust the guy, but I would have liked to have at lest some more familiarity with top picks than unknowns or stock that have been ignored by the market for years. Your thoughts?