To: mishedlo who wrote (89199 ) 2/5/2001 11:13:57 AM From: Knighty Tin Read Replies (2) | Respond to M, the main reason to like Vert over Commerce One is price. In a recovery, some of these stocks like Vert, Vign, etc. are going to quintuple or more. Though a $21 can do that, it is much more resistant. Effectively, my feeling is that the B2B industry will survive. Most players will survive and a very few will prosper. So, I like to buy a dozen or so cheap names equivalent to about 2 full stock positions and wait for a few winners to blast out. It has worked for me many times with biotechs and small techs and even deep cyclicals. But as I say this, any reader has to keep in mind that the capital appreciation part of my portfolio only represents 10% of the total. If I lost every penny of it, I'd be unhappy and I'd kick my dog (and receive a nice bite and a lifted leg in response <g>), but I wouldn't be lining up at the welfare office. I have 60% in nice and steady maximum income and 30% in wild and wooly, but fairly safe, 90/10 long options.
