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To: ftian who wrote (93292)	2/10/2000 12:47:00 PM
From: craig crawford	Read Replies (4) \| Respond to of 164684

>> I am learning. Education knows no boundary! << Don't take my word for it, that was just my opinion, not the spoken word. I don't believe in that fill in the gap baloney. Yes, I've seen stocks come back to fill in a gap, but I've seen plenty that don't. Sometimes they eventually fill in a gap, but it takes a really long time to do it. VERT had a gap from around 200-225, but right after it gapped it ran all the way to 290 without looking back. How were you to know when to sell and wait for that gap to be filled? Were you supposed to sell at 250, 260, 270, 280, 290? Sure VERT could easily drop a measly 20 points to 200 and fill in that gap everyone talks about. But what if the 220 level holds and it never retraces farther than that? What do you do then? Here's my take. In the past 6 months or so if you stayed out of VERT for any longer than 3 weeks or so you missed out on a shitload of points. Who cares if you buy VERT at 225 or 200 when it's going to 425? Trying to time it too much costs you points. VERT is just undergoing normal profit taking after a big run and their "earnings". Yahoo does the same thing. It runs up ahead of earnings every quarter, then goes through some profit taking for a bit then ramps another couple hundred points. VERT reminds me of YHOO in other ways as well. All I hear about with CMRC is GM this, GM that. BFDeal, while CMRC is playing footsies with boring old GM, VERT is striking alliances around the globe with Softbank, BT, ICGE, MSFT, etc. Yahoo was one of the first internet companies to expand aggressively around the world, and their market cap shows that strategy was valid. VERT appears to have embraced that same winning strategy. One thing that used to temper my enthusiasm about VERT was whether or not they would have enough cash to pursue this B2B opportunity aggressively. Well MSFT just solved that problem, forking over $300 million. I think VERT did the smart thing. Would you rather VERT just do a secondary or a bunch of convertible debt offerings like AMZN does? That probably would've hurt their stock price. Instead they get a huge name like MSFT to pony up some cash, causing their stock price to explode and garnering some publicity, while at the same time encouraging MSFT to help their company prosper. Anyway, another thing I like to see VERT do is invest in other B2B companies. This is the same sort of thing AOL, YHOO, and AMZN have done. It's worked well for them, and I think it can work well for VERT in the future as well. I am glad they are showing a propensity for doing this. Once you get to be a big name internet company up and comers will give you stakes in their company on favorable terms just so they can name drop and get a pop in their stock price. I think VERT plans on doing this, as it can be very profitable. I also like how VERT management didn't cater to investors by hyping up their shares with a 3 or 4 for 1 stock split. They did the simple 2 for 1 like YHOO does every so often. They want a nice steady climb in their stock, not a chart like AMZN's that looks like the Himalayas. To sum it all up, I guess the #1 most attractive thing about VERT is they've shown that they can execute. They are making the right moves and they are doing it quickly. P.S. This post originally was my response re: the question of filling in the gaps. I give it a 50/50 shot VERT will pull-back to 200 and fill in that gap. That's why I say it is hogwash. Might as well flip a coin. The best thing to do is buy some VERT when it hits the 220's and then save some for when it hits 200 on the downside or 250 on the upside. Let's take a vote. How many people think VERT will close the gap or not?