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Strategies & Market Trends : Tragically Hip Koolaid Stand -- Ignore unavailable to you. Want to Upgrade?

To: globestocks who wrote (406)	11/29/2000 12:59:59 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 604

My inactivity is more based on not having the time to do proper research. This is a tradeable market it you can pay attention to it (there is always the darkside). Some of these stocks that we talk about were once a trader's dream and made a few people that hang out here a lot of money. When you buy INKT for $90 and ride it for a $50 run, it is still shocking to see it trading in the 20s. As far as ENTU or VRSN or CMRC being cheap, it really depends on whether or not this internet thing is just a fad. I don't think so, and I think that the requirement for trust and security products will increase exponentially in the next wave of internet growth. I believe that this will happen when the last mile bottleneck starts to be opened up. Additionally, the solid b2b companies are providing enterprises a tremendous opportunity to streamline the their supply chain and decrease their costs. This will make the services that b2b companies provide, more attractive in times of economic uncertainty. I own both VRSN annd CMRC for my trust and b2b plays. I think that the next tornado will be the breaking of the last mile bottleneck. I believe this will be driven, IMO, by optical technologies and I have positions in AMCC and GLW to take advantage of this (also MRVC and LMNE, but I don't consider those as solid). I have QCOM and CSCO as solid tech investments. So, with my views of where technologies are going and the growth that I see, I believe that some of these things, like ENTU and INKT and VRSN, may actually be extremely cheap when compared to their price in a year or two. However, this doesn't mean that local economic and market conditions can't make them cheaper. As far as 40% growth over 3-5 years, good point, I want at least 55-60%.