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To: Dale Baker who wrote (23536)1/5/2001 11:18:01 AM
From: CzechsinthemailRead Replies (2) | Respond to of 118717
 
One of the salmon stocks swimming up against the down NASDAQ current today is INAP. They are among the few to give a positive preannouncement. The stock has sold off along with other Internet infrastructure companies, but if you look below the surface, you find that the company has a unique technology and a compelling business model that does not require external capital to get from their current losses to positive earnings. They recently moved up the expected date when earnings will be positive.

It takes some time to understand what the company does and why it is likely to do extremely well down the road, but for those with a long term perspective, I think this one is likely to be a big winner. The Yahoo INAP thread is a surprisingly good one.



To: Dale Baker who wrote (23536)1/5/2001 12:16:21 PM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
We are reaching full circle this week - techs selling off while some sectors I bought Tuesday morning are showing green despite the down markets.

Put simply - no direction at all in the market so far in 2001. Buy good values and sit tight.