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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (1091)	4/18/2000 3:17:00 PM
From: Duane L. Olson	Respond to of 4564

E!.. Could be closing under your eject point. We should start a list of the "survivors" in the internet game -- those who aren't burning through cash at an unsustainable rate with no prospect of a secondary to replenish the coffers. To start the list I will offer TIBX, which was on CNBC today... Actually projected to have (gasp!) earnings, with a 50% growth rate projected over the next 5 years. I like them because they are behind Ariba and Commerce One, as well as much other business: biz.yahoo.com High is up around 150, currently around 60.... I'm not buying yet, but it is on the list... Any candidates in the "surviving internets" sector (we need a symbol for that, don't we? <g> tso

To: E. Graphs who wrote (1091)	4/18/2000 3:24:00 PM
From: Duane L. Olson	Respond to of 4564

E! How about NEON as another bargain add to the SIN List (Surviving InterNets)?... siliconinvestor.com NEON had what I consider a false pop today...but it is the fundmentals that facinate me. NEON should have the same kind of earnings as TIBX, with the same followon grow rate. So I will pick it up as soon as we get a retest. tso