SI
SI
discoversearch

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


To: Percival 917 who wrote (1170)1/4/2000 10:30:00 PM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Tough one there, Joel, I need the night to sleep on it and I will get back to you tomorrow. My gut tells me I'd stick with ITWO, but the problem I face is CMRC gets all the market glory on CNBC, while ITWO just keeps on marching along. Sure ITWO lost out on GM, but I wouldn't focus on that. Over the long term, I like what ITWO brings to the table...but what the Market decides to latch on to can be a different story entirely.

Will follow up more tomorrow. Have a great night.
Teflon



To: Percival 917 who wrote (1170)1/4/2000 10:32:00 PM
From: Teflon  Read Replies (1) | Respond to of 1817
 
btw, Joel, how about that ETA today...what a pillar of strength, egh??? <vbg>

Teflon



To: Percival 917 who wrote (1170)1/5/2000 4:35:00 PM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Well Joel, I have to say that my response is rather unsexy. I would pick neither....for now. I actually do not own any CMRC right now, and late this afternoon I decided to sell my ITWO for purely profit taking reasons once the NASDAQ recovered back into positive territory.

Sorry for the late response, but today's action was fast and furious. My decision to sell was in *no way* a reflection of my long term expectations for the company. I just had too much in gains sitting on the table to not pull the trigger.

I fully admit to attempting to time the Market on occasion. It just dawned on me that we are entering the earnings warning season right now (Gateway just warned, FYI), so I am planning on raising some cash. I never actually was able to buy any ARMHY because the stock never pulled back to where I wanted it to, but the home team did jump on some PCNTF today with some of those freed up proceeds. :)