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.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: The Duke of URLĀ© who wrote (37897)2/15/2000 12:42:00 PM
From: larry  Read Replies (2) | Respond to of 74651
 
I believe that more and more big boys are getting into biotech and it will be hot for a while before it collapses.

The best momo play is not the go with the boards, but to find the next hot sector. It was PC in 96-97, nuts in 98, telecom in 99. And biotech in 2000. I guess that if you go with the momentum (that is, to go with the sector that attracts the hottest $$$), you will outperform the market by a mile.

Well, I guess that momo play is really the market killer for the last 100 years. However, this US market might be immune to that for a while, unless suddenly 99% of the investors suddenly begin to know that stocks are evaluated by fundamentals of companies.

larry!



To: The Duke of URLĀ© who wrote (37897)2/15/2000 3:34:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
Duke and larry: Good response Duke. My style is to invest in great companies and wait. It paid off today in RMBS. Added another 3% to my MSFT at 97.5 today. Only mistake I made on RMBS that I had sold some way out of the money calls but the huge move today zoomed right through and I took a bit of smack clearing out the partial hedge. I see RMBS as the QCOM of RAM. JFD