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 : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (7)	1/19/1999 7:52:00 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 779

Ok Mark, why didnt you buy EXDS and VRSN even thought your damn portfolio says you love these stocks. Damn.... Anyways...thoughts for the day I have been watching EXDS and VRSN and classify them in a similar category to RNWK (not in business model) but all are internet niche stocks who until today have lagged the general internet craze, but as people look to "value" internet stocks (and value is hard to say without laughing sometimes in this sector) they are looking at stocks with market cap under $10B, yet possible market leaders. Some small comparison (and remember they all do different things on the internet) EXDS Mkt cap 1.8B, price 94.50 (up 34% today) Float = 5.1M VRSN Mkt cap 2.0B, price 88.50 (up 21% today) Float = 3.0M RNWK Mkt cap 1.9B, price 63.25 (up 15% today) Float = 3.0M So I think if/when this internet run continues, people who have lots of profits in the Amazons, Yahoos, AOLs of the world are going to be looking for the next tier of niche stocks.... who are great at what they do and in the world of internet stocks are "relatively cheap". Good luck! Mark