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.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Mark Fowler who wrote (1163)8/7/2000 10:11:36 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
Thanks very much for that Mark.

No sooner did I post that to William when a piece came out on thestreet.com saying that microsoft would surely win the VR wars. Too late I'm in nuance.

Beas will probably be good for a while, probably back to its old high. I wish they had a different ticker symbol and name - I've read too many cute paraphrases... "putting more beas in my bonnet" and "opie says buy aunt beas" etc. on yahoo.



To: Mark Fowler who wrote (1163)8/9/2000 2:01:55 PM
From: Tom Kearney  Read Replies (2) | Respond to of 57684
 
CSCO might be the last news till the Fed game starts again end of next week. I am thinking we close below 3900 today, and drift down for a week or so, where we can get some bargain prices on our favorite NEW stocks, in preparation for the FED no rate hike rally.

I really prefer long term trading, but this market is so voliatile, and somewhat predictable in its movements, I get drawn into it. I've sold Aug calls twice on some of my guys (JBPR, ITWO), buying them cheap in between. Hard to resist.

Tom



To: Mark Fowler who wrote (1163)8/15/2000 9:30:47 PM
From: Libbyt  Respond to of 57684
 
NUAN/SPWX...

In reading the NUAN board, I see that you have bought NUAN. I have a very small position in NUAN (again!)...and a larger position in SPWX. Have you had a chance to compare both of these companies?

I see quite a few similarities between the two companies...both have impressive customers currently using their product.

Thanks! Just curious if you have taken the time to do a detailed comparison? If you have, I'd been interested in your thoughts.

In the wireless area, there are similarities between AETH/SVNX and XLNK. (new Datalink.net symbol). In this area AETH is the recognized name, with the largest amount of money (thanks to their IPO)...but IMO XLNK holds seven patents and has shown the ability to develop a product (http://www.globalmarketpro.com) and a relationship with Chase that will help them attain profitability. (I think Chase will probably do a secondary offering to raise money for Datalink.net sometime in the future.)

Hope you're having a great summer! I'm back from vacation, but I still have "non-stop" family members here visiting. I'm off to meet three of my cousins for dinner....so I'm running out the door.



To: Mark Fowler who wrote (1163)8/23/2000 1:11:07 PM
From: Si_Detective  Read Replies (2) | Respond to of 57684
 
Mark, what's your view on the market now? NAZ has hard time to break the 4K mark, is this a consolidation before a breakout or breakdown?