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.

Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (16630)	12/14/2002 6:20:22 PM
From: PuddleGlum	Read Replies (1) \| Respond to of 57110

Software coming into range now... I know that at my company we are increasingly using open source software. It's not for everybody, but this trend should frighten some SW companies.

To: Lizzie Tudor who wrote (16630)	12/14/2002 7:06:22 PM
From: GraceZ	Read Replies (5) \| Respond to of 57110

What sectors do you like now? I buy companies not sectors. Even when I decide to do something like go into gold miners, I do it with companies that have strong fundamentals. I picked some good ones in the october downdraft but mostly they were chips, now I think that may not be the sector of choice. I'm still looking for the perfect chip play, knee jerk rally notwithstanding I don't see any with the particular set of circumstances I need to get off the bench there. I'll keep looking. I have a number of names on that watch. Software is coming into range again, I like epny but in the 3s. Show me a software company that is growing again. I'm pretty excited about the prospects for Linux but while the switch over from Unix to Linux hasn't really shown up yet as a big bonanza for anyone yet (except the customers trying to cut expenses). This might change significantly in the next few years. There are some interesting small specialty software/service companies that specialize in managing specific aspects of the medical industry or aid in semi design or manufacturing. What are you buying? I don't like to post publicly what stocks I'm buying. For a couple of reasons. Suppose someone who values your opinion is lurking and decides to buy what you are buying. I don't know what that person's particular investment strategy is or what their financial situation is. What is appropriate for me may not be appropriate for them. What if I buy something and then a few days later I sell it for whatever reason...I get a bad feeling about it, or it acts poorly on the tape? I don't want the responsibility of having to then announce I'm out of it. Anyone who thinks that a lurker buying something you like, without telling you they are buying, wouldn't then blame you for their losses hasn't been around these boards long enough. People always show up to give you a hard time about any stock you might have mentioned in even a casual remark. Need I remind you of your own personal stalker (the one with three names -like all the other assassins) right here on SI. -ng- I fully expect to hear from any number of fools about my defense of WEBX just simply because the short term price movement takes it all over hell. If it does as well as I think it will, I won't hear a word.