of the companies that I cited: BBSW, EPNY, EGAN, KANA, CMRC, ARBA, at least one of them will reach Yahoo, AOL like status. B2B is still the hottest area to be in no matter what the market condition will be. People who hold Yahoo, AOL last year during the summer sell-off got rewarded during the winter season.
The key for investment is to look for the market leader in a potential hot industry. For longs who are here, we believe PFSW represents this type of opportunity. The Street might not recognize this e-fulfillment industry for the moment, but we believe they will, sooner or later.
Again, I've posted 3 times that I will challenge you to short anywhere below 15 and hold till the Christmas shopping season against people who buy anywhere below 15 and hold till the Christmas shopping season. What do you say?