To: Condor who wrote (3690 ) 1/8/2000 3:41:00 PM From: marcos Respond to of 5053
I just meant that i liked mid-February, it wasn't a prediction -g- ... but considering all we know, it could be a reasonable educated wild guess, eh. The market should probably smarten up, for sure. There are some insane valuations out there. I can see a distinct possibility of less IPOs going nuts on speculation. But good ones should still do well, maybe it will just be more of a stockpicker's market. The memory of extreme returns on technology is not going to go away anytime soon. This is a US presidential election year, and the north american economy is strong, not a hint of depression so far imho. There could be a little adjusting of values, for instance canadian stocks finding a fairer value as compared to US stocks. In that respect we are sitting pretty with jdx, it is nowhere near 'discovered' at this point largely because of the nationality of its listing, imho. Last year might have been a little better for medsite to IPO, or not, who knows. But it looks like a good one, eh. One thing i was wondering with them - what would be the likelihood of medsite and Healtheon coming to a strategic alliance agreement, sort of carving up fields of interest ... hlth doing the billing thing as a centre to their portal and medsite making a centre of the services they now supply? ... clearly they are the two leaders, and i don't see where they directly compete now, beyond the fact that they both aspire to the status of portals for medical professionals .... Could a mutually beneficial alliance happen? ... it would be a Really Nice Thing for us jordistas, eh. In any case, i think medsite will be the catalyst for enough new interest in jdx to take us to the next significant level.