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


To: lazarre who wrote (449)2/6/1999 3:01:00 PM
From: Mark[ox5]  Read Replies (1) | Respond to of 779
 
Laz, is VRIO like EXDS and ABOV on the "web hosting" front? I have never researched them so if you can explain that portion of their business I'd appreciate it.

IICX looks interesting... will have to look further into it...

2 big themes in my portfolio are broadband and internet... as you can see from my stock choices.. but my research has been about 95% internet/5% broadband, so need to learn more on that side.

P.S. I agree with the tons of cash going into 401ks, mutuals but 2 points... most of this money through 401ks goes straight into mutual funds, and most mutual funds dont touch stocks with such tiny floats and crazy valuations as majority of internet stocks have. So the 401K money (to me at least) is more of a driver of the overall market, not internet stocks... secondly, CNBC said Fri night that this week was 1st week of net outflows in the market ($4B) since October... sounds like a lot of people are either
A) nervous
B) trying to market time

Thanks,
Mark



To: lazarre who wrote (449)2/6/1999 3:03:00 PM
From: Mark[ox5]  Read Replies (1) | Respond to of 779
 
Also, can you explain "facilities based"

Dumb but learning,
Mark ;)