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 : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (3077)	2/17/1999 6:56:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

If you can figure out molecules, cancer treatments, delivery devices, Phase 3 trials, FDA approval criteria, etc. I can only say, well done. I have always admitted here that I "just don't get it" so I don't play biotechs. But I can figure out Internut basics as long as I know how the market is valuing a given company. The Internet realm includes infrastructure, ISP's, necessary software, retailers and content providers or aggregators. That's a rough list. Name a company and I will tell you which category it fits in, its main competitors and whether it has a comparative advantage. I can do that because I "get it" when it comes to the Net. I wouldn't touch AMZN myself and have only daytraded it in the past. My current Internet holdings are RNWK (software and content aggregator), CMGI (an Internet venture capital fund essentially) and VRIO (hosts Web sites for businesses). EPAY could be considered an Internet software company too. I also have several retailers which do business partially or completely on the Net: CPU, FLYR, NETS, and PROG. The Internuts could certainly melt down (you could say they have already started), but then it's a matter of good stockpicking. Someone posted here a while back with an all-Internut portfolio he was bragging about. I should go back and compare its value now to then. Probably down 30% or so. I believe that my Internut holdings are diversified and promising companies (RNWK and VRIO were up yesterday). For me, that's better than just guessing. I hope you can add some good biotech talk here, and our chatter about the Internuts is interesting for you too.