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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: kathyh who wrote (31793)	4/26/1999 1:46:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 90042

It is a good thing to occasionally clear out the losers and start with a clean slate. I dumped most of my BB losers over the past two to three weeks and feel positively giddy. I got tired of staring at them and trying to figure out why I purchased them in the first place. I think that Steve Harmon initially did not understand the origin of ONEM's losses (the goodwill write offs). Once he did a little bit of research it finally dawned on him that ONEM is essentially break even on an EBITDA basis. I give him credit for coming around. Aside from an occasional lapse like ONEM, I find his observations useful and I look forward to reading his daily newsletter. He has a good handle on the chess game that is going on in the Internet sector. Are you on his e-mail list? If you are not, you should be. Another publication that you might find useful is "The Industry Standard." I actually grow short of breath when I pull it out of my mailbox. They also have a web site. Good luck on your next IPO. P.S. Check out SOFN. I have a post on Kimberly's thread and I think that it might have a bit of a run this week. I am looking forward to reading her response.