Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: Spytrdr who wrote (2198)	2/14/2001 4:56:13 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 3350

Good grief, Ariba was a total nightmare and now they are buying another company that I had invested in not too long ago - Agile Software. Where do I send my check to you to boost my returns? <gg> I'm buried in all the usual suspect books reading theories about when to sell, when to buy from all the usual sources. I'm looking forward to the next growth wave once everything is adjusted for the slow down and the market begins to focus on discounting into the future to see which candidates rise from the ashes. It was interesting in the recently released Network World IT budget spending increases for 2001 that network budget spending increases were averaged at a 9.9% increase (or $550K) for full year 2001. This after 2000 was 9.5%, 1999 was 10% and 1998 was 7% according to the Excel spreadsheets and Word files found at the appropriate links. We'll only know in retrospect if the full year 2001 meets that 9.9% budget increase over last year and stays in trend come next January when the numbers are reported. nwfusion.com I was also just reading comments from one of the authors of "The Gorilla Game" concerning trading vs. long term investing in some of these networking stocks. Talk about contrasting messages from what the book talked about in regards to investing in high technology and what Paul Johnson said this week in San Francisco. It's been one heck of a learning experience since autumn of 1998 to date. Hopefully, I can digest all of the experience and combine it with some new knowledge to use in the future and come out on the side of 'having learned'. BB