Copyright © 2026 Knight Sac Media. All rights reserved.https://www.siliconinvestor.com/subject.aspx?subjectid=22050 To get The Internet Financial Connection newsletter emailed to you for FREE, send an e mail to <mailto:ifc-request@mLists.net> and write "subscribe" in the body of the letter. This issue can be viewed at http://www.techstocks.com/~wsapi/investor/newsletter-72-1 Michael D. Burke is an active member on his own thread, Ask Michael Burke, here on SI. He provides the following commentary. Below is his write up. "I usually like to write about large themes and just mention a few stocks in passing. However, this time around I will comment on some stocks and industries and let the large themes appear where they may. We have recently seen a resurgence in technology stock prices. This resurgence is based upon horrible earnings (which were mostly "earned" with accounting tricks that fool the bubble-fed public and professional investors) and an even worse outlook for the future. The time seems ripe to look at which stocks may continue to prosper and which are simply part of the herd's instinct to throw money down a hole. I recommend buying stocks or long calls (a better idea in a toppy market, when options are available) on the positive issues and buying puts on the negative ones. I do not recommend straight short sales of stocks, as that strategy has a poor risk/reward tradeoff. Also, please note that these are theme-based recommendations and not trading tips. If you want short term recommendations, join me at the race track and I'll tell you which quarter horse is about to walk off with a quarter of my cash. 1. INTERNET STOCKS are one of the two broad areas of upside opportunity remaining in the technology sector. No, this is not investing. Heck, it isn't even speculating. These stocks are gambles. But, in a disciplined program of gambling, many of these stocks have the concept-based manic upside we gamblers love. Of course, the better-known leaders are all grossly overpriced and due for a collapse. We take care of that problem by buying puts on the American Stock Exchange Internet Index, the IIX. I do not know when total illusions like Yahoo, Amazon.Com, Excite or America OnLine will collapse, but we can expect a big ...https://www.siliconinvestor.com/images/Logo380x132.pnghttps://www.siliconinvestor.com/subject.aspx?subjectid=2205038013210