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.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (23286)	4/4/2000 12:03:00 PM
From: JLS	Read Replies (2) \| Respond to of 57584

Holding here for last five minutes....someone stop the ride, I want off!!

To: Rande Is who wrote (23286)	4/4/2000 12:11:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

So much air has come out of our balloons that they barely bounce. Rande Is

To: Rande Is who wrote (23286)	4/4/2000 12:13:00 PM
From: Paullie	Read Replies (2) \| Respond to of 57584

Rande, Been terribly busy at work lately. Therefore, I decided to stay strong and long with adap aol brcm ibm jdsu lptha mot nok sfa vtss Well, I have taken a pretty big loss as you can tell. Some observations. IMO, most B2B and B2C and most internet software companies will not recover. I believe that internet architecture companies - you know ones that sell real stuff and make real money and are getting more orders than they can fill - will be the ones that recover. Therefore, I have invested with that in mind. Broadband, Optical networking, Wireless, Digital Telivision. All my opinion of course. I am 100% invested. No margin. Question from me (and I am sure others) what would you say about selling ibm (my most stable during this crash - acutally up) to buy more of these companies I listed above. What would you do. (I know you cannot give advice, just hypotheticals here.) All comments welcome. Thanks Paullie