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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (411)4/5/1998 11:45:00 AM
From: PeterR1700  Respond to of 2882
 
Tom <<Would monday at open be a good buy? And there seems to be a lot of guys from here that are also on the CyberCash tread.......should we add to that position with some of the profits we are taking on the high flyers?>>

Re: buying bvsn. Based on our past communications, my instincts tell me you're a much savier investor than I. I bought bvsn for the same reasons I bought cych/ckfr. I like the story longterm. My due diligence is based more on "vibe" than underlying values. Thankfully, I've been lucky more than not.

Should we add cych? Why the hell not?

Happy Sunday... Peter



To: TLindt who wrote (411)4/6/1998 9:58:00 AM
From: Benny Baga  Read Replies (3) | Respond to of 2882
 
Edify looks to be the first in the E-commerce portfolio to take a major hit. EDFY just announce they will miss earnings, instead of +.04, they will come in at -.08 ., The stock is down 6, Maybe we should shift profits from NTBK to EDFY. IMO.

Benny


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