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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Stuart C Hall who wrote (664)	5/4/1999 11:57:00 AM
From: Sun Tzu	Respond to of 10643

>> GERN? I don't hold them...Must have me confused with some other guru I guess so. On the day that GERN had its big jump, someone asked me here what I thought of it and we had a brief discussion about the company. Could the real GERN guru stand up <g> Anyway, I've kept an eye on it since once every couple of months and the company has been making some interesting moves, but I don't know enough about them. >> I'm still holding CMGI... Good luck. You already know that I think the Internets are on their way to die, they just don't know it yet. This is not a call on the future of the Internet, rather on how many years of future growth and earnings can one possibly discount before getting burned. >> You still holding TDFX? I have not had a position in TDFX in months. Technically they are a buy at these levels. But fundamentally I am warry of the amount of money they are burning. Of course if they prove that they are putting this money to good use, the stock will easily have a 3x~4x run over the next 18 months. Sun "where is a biotech guru when you need one" Tzu