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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (7339)	8/6/2000 7:34:33 PM
From: Jimbo Cobb	Respond to of 12663

I still have sum NET-P-ME-A-RIVER that I picked up on the way back down (after MASSIVE BK on the way up)...haven't touched it lately, but I'm not concerned about Paul Allen...He still owns a ton of it and unlike Jimbo I don't think he took profits at the top !!!!!! I haven't found him to be much of a timer anyway in my experience, but the .BOMB slowdown is the biggest reason NET-PEE is in the crapper, even though they have the majority of their revenue from companies that aren't pure DOT-BOMBERS....they raised enuf cash in a secondary just B4 the crash to fill their warchest, and they aren't in a KASH-KRUNCH, so NET-PEE should be around 4 awhile....a likely takeout candidate somewhere down the line....IMO it is a big buy under $12.... Jimbo