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: KK/MICH who wrote (4157)	3/21/2000 9:34:00 PM
From: Trader J	Read Replies (1) \| Respond to of 4337

SCOC - I have been watching this one for some time, including the time during which Harmon liked it. I still like their business model and the sector and it remains to be seen whether or not this is truly an event (Y2k) related issue ...... Regardless, I will be buying it for the long portfolio tomorrow on open. Traders punish events such as this, especially since many were following it based solely on Harmon's analysis. Harmon will no doubt take flack for this pick but there is no way to tell when a company is withholding information. The best analysts today still get duped relatively often, PG, MSTR, etc. I too started covering this issue for purchase at about 18 and was going to be make my entry after the 2 1/2 point decline a couple days ago. However, further evaluation led me to believe that there was more to it and I decided to give it a couple of days before taking the plunge, thankfully my instincts saved me but now I have no fear. I will take a 50% stake tomorrow for the long haul and will add the other 50% if I can get it at a discount to the open at somewhere near $7-$8. However, I suspect we will open closer to $10 or $10.50. We shall see. Tj