posted 02-17-2000 07:58 AM         

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We were e-mailed the following questions about AOL, and would like to post the questions and our answers here:

1) What do you see AOL's share price range for the next 2-4 months?
I think the only correct answer is "nobody knows." Tech stocks are extremely volatile short term. 2-4 months is too short term for me. To give you an idea about my investment time period, I like to wonder where my portfolio will be in 2010, ten years from now.

2) Do you believe that AOL's price will continue to drop (short term 2-4 months)?
AOL is down about 46% from its high (welcome to the volatile world of tech stocks) Its P/E ratio is still about 130 even after the decline, so yes it could go lower.

3) Do you have a "feel" for where the stock price may go as the year progresses and the merger with Time Warner takes place?
The street seems to be worried that the growth rate of the combined company will be less than the growth rate of AOL. Until management can convince the street that the combined company will have a high growth rate, it may continue to have problems.

4) Is now a good time to purchase AOL?
We own AOL and are down 46% from the high short term. But long term we are still up 2,513%. We are not buying or selling. We are holding. I wonder where the price will be in 2010?

posted 02-15-2000 01:43 AM         

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"Tech Stock Insights from a Tech Stock Champ"

My favorite line from the article is: "We were up 183% last year, so I think to expect a repeat of that would be greedy."

See article at: http://www.businessweek.com/bwdaily/dnflash/jan2000/nf00128b.htm

posted 02-15-2000 01:32 AM         

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"So Where is the Wireless Web?"

See article at: http://www.upside.com/Ebiz/38a354c20.html

posted 02-14-2000 10:29 PM         

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GoTo.com(GOTO) just reported earnings after the close today. Revenue for the quarter was $13.3 million vs $580,000 a year ago. Should be interesting to see what the stock price does tomorrow.

We own GoTo.com and are currently up 313%

See article at: http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE503090

posted 02-09-2000 09:05 AM         

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"BroadVision's Rebirth into a Stellar Stock"

Broadvision is our best performing stock, with a 4,615% gain since bought. They also just announced a 3 for 1 stock split.

See article at: http://moneycentral.msn.com/articles/invest/strat/5142.asp

posted 02-05-2000 02:20 PM         

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"My Top Broadband Pick"

We own Redback Networks(RBAK) and are currently up 392%. Not on our "Top 50 Stocks" listing yet, but getting close.

See article at: http://www.individualinvestor.com/tbd/anfdt_frm.asp?ff_id=4275

posted 02-02-2000 01:08 PM         

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"Grand-Slam Tech Ideas"

Of the stocks mentioned in the article, eight are on our "Top 50 Stocks" listing:

Veritas(VRTS)
Network Appliance(NTAP)
BEA Systems(BEAS)
Citrix Systems(CTXS)
Inktomi(INKT)
InfoSpace(INSP)
JDS Uniphase(JDSU)
E-Tek Dynamics(ETEK)

See Article at: http://www.siliconinvestor.com/insight/ifc/

posted 01-30-2000 08:57 AM         

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"My Favorite Biotech Stocks"

Of the stocks mentioned in the article, three are on our "Top 50 Stocks" listing: Immunex, MedImmune, and Idec Pharmaceuticals.

See article at: http://www.individualinvestor.com/tbd/anfdt_frm.asp?ff_id=4209

posted 01-25-2000 06:22 AM         

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"What's Hotter Than the Internet? Think Biochips."

See article at: http://www.smartmoney.com/smt/markets/news/index.cfm?story=200001245

posted 01-20-2000 09:49 AM         

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Thanks for the articles.
My only comment on the Berkshire article is that I thought at first I was going to get to read about Berkshire Hathaway making technology picks. Now that would have been interesting. Its probably no mistake that this fund has a similar name.

From the Cheung article I was most impressed with how much importance he placed on a company's strategy. If a company's strategy changed (like the AtHome example) it was time to get out. Maybe that's why some people are getting out of AOL since the merger. They want to re-evaluate the company based on its new strategy and price.

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