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 : Enterprise Information Portals (EIP) -- Ignore unavailable to you. Want to Upgrade?

To: Thomas DeGagne who wrote (140)	4/5/2001 10:35:06 PM
From: Carl R.	Respond to of 183

No problem. My IWOV, VIGN and BRCD are underwater, so this morning I added some TIBX, SEBL, and CMRC. All are up nicely (for now). Throughout my lifetime I've seen one general trend in technology - hardware keeps getting cheaper and software keeps getting more complicated. In the olden days they used to give the software away, now it is the expensive part. Therefore I don't expect software companies to go away, or even to stop growing. As long as they are cheap, I'll just keep adding quality names. Carl

To: Thomas DeGagne who wrote (140)	4/5/2001 11:11:56 PM
From: Carl R.	Read Replies (1) \| Respond to of 183

AUTN warns, sales slightly below June 99, a huge drop from last quarter. You may find it more reasonably priced tomorrow. TALR warns for the second consecutive quarter. HYSL warns for probably the third time in the last 4 quarters. As for those that haven't warned, some are starting to think they may be safe: thestreet.com Besides SEBL, companies I follow that haven't warned include: VIGN, IWOV, RMDY, VITR, EGAN, PVTL, BOBJ, BRIO, ACTU, INFA, HUMC, OTEX, INRS, and VRTY. The list keeps getting shorter... By the way, if it seems quiet around here, it may be related to the 80% drop in visitors to SI: public.wsj.com Carl