Ok you hot shots, tell me why on earth this stock
has taken so much beating since I coveredin the low
$70's an dwent long on the stock at $76.5?!!
goes to show not even a smart ass like me can possibly
time the market!
from the CMGI board. I'm glad you to see you have
good taste to be here too. Here's my top 3 Internet
plays, along with the reasons: 1)BRCM (pretty obvious,
broadband is the wave to be riding on at this juncture) 2)
CMGI (CEO is building an empire of companies that has
every major potential revenue stream of the Internet
covered except for online trading, which brings up...) 3)
NITE (the #1 Nasdaq market maker, which is benefitting
from the surge in online trading more than EGRP,
JBOH,etc). See their earnings report that came out
today-they BLEW AWAY the whisper number! ) Folks, the key is
to invest in the quality Internet companies. Not
pieces of crap like KTEL, etc.