I've worked at companies that did ground-related things. They tend to lose big when people realize that third-world nations (an incredibly dated expression, eh?) have lots of ground and people willing to take things out of it or put things in.
My personal bias has been towards medical companies, but too many other people have followed the same chain of logic.
From: Jeff Bone [mailto:email@example.com]
Sent: Friday, March 23, 2001 10:50 AM
To: Gregory Alan Bolcer
Subject: Re: GAB Picks
My new investment theory for the New New Market:
If the company doesn't take something out of the ground, put something in the
ground, make stuff that facilitates either putting stuff in or taking stuff out
of the ground, or make something out of something that's either put into or
taken out of the ground, it's not a good investment at this time.
Gregory Alan Bolcer wrote:
> These were my investment tips at the beginning of last
> year. The first is where it started. I don't feel
> so bad as it was only funny money. Some of my friends had
> $300k portfolios which are now worth about $2500.
> Right now, I'd buy Sun, Sony, Broadcom, Nokia. That's
> about as safe as you can get in the tech sector.
> 1/12/2000 1/21/2000 3/23/2001
> SUNW 77.2500 84.4375 19.0000
> AKAM 232.8125 269.0000 8.5000
> CNXT 68.5000 78.5000 11.5000
> VIGN 194.7500 212.5000 6.4063
> CMGI 129.7500 118.2500 3.0000
> CMRC 173.8750 198.0000 10.7700
> BRCM 284.6250 312.4375 34.9375
> SBAS 13.5000 13.5000 7.2500* Got out at $7.25
> NXLK 89.2500 100.9375 6.9375* Don't know conversion to XO
> NOK 177.5000 185.0000 26.0900
> $19,099.38 $20,625.44 $2,793.02
> Gregory Alan Bolcer | firstname.lastname@example.org | work: 949.833.2800
> Chief Technology Officer | http://www.endtech.com | cell: 714.928.5476
> Endeavors Technology, Inc. | efax: 603.994.0516 | wap: 949.278.2805
This archive was generated by hypermail 2b29 : Fri Apr 27 2001 - 23:14:48 PDT