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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (23955)3/2/1999 12:48:00 PM
From: Judy  Read Replies (1) | Respond to of 50167
 
Exited ebay again. Still holding cmgi, cnet and yhoo, sweets.

KLIC ... when the core semi equipment makers go on sale (AMAT, NVLS, KLAC, TER) I still prefer the core stocks rather than the niche second-tier.

btw, cmgi's ceo said one of his biggest mistake was not to invest in or fund ebay when it went public last year. Said so during an interview just aired on cnbc.