Many people always ask me for stock tips. I have had an excellent record and have yet to lose money on a stock. If you followed my selections as posted below during the course of 1999, you would have made 88% on your investment. The information provided below is presented as is and does not imply any agreed upon service between myself and the person viewing this page. If you lose money on these tips, don't complain to me. If you make money, let me know! Some of these companies may or may not have gone IPO yet.
As a private consultant, I can provide you with technical analysis of any Internet or communications related company you are interested in. Contact me for details.
Expand (used to be called Infit)
May 1999: This company has not gone IPO and it is unknown when it will. It makes and sells an IPAccelerator to speed up existing T1 and T3 links.
March 1999: MATE makes a unique software solution for video and TV companies. It indexes and searches video clips so one can state - "I want to see all video clips of Kim Bassinger with a blue background". No more manually scanning clips. They have won many awards for their software. It is unknown when they will be going IPO.
September 1999: Creators of Appshield. Firewalls only check certain aspects of Internet traffic. They do not handle Web applications. Perfecto found that most e-commerce sites can easily be manipulated. Once you get a price form to submit back to the vendor, you can modify the HTML page with a local text editor and resubmit it back - with totally altered prices. 90% of e-commerce sites are open to this Internet hack. Appshield protects. Perfecto was the first to find this and make a product - much like Checkpoint did with Firewall-1. Great buyout potential via a Cisco or Checkpoint. Not IPO yet. Renamed to Sanctum.
August 1999: Makers of a terabit router. Not many in this field. Prime candidate to be bought out by an Alcatel, Siemens, Lucent or Cisco. Not IPO yet.
December 1999: A brilliant idea. Average person comes home from a trip abroad with $6.40 in change that cannot be converted to local currency. 338 million international passengers passed through the world’s 20 largest airports per year. That comes to $2.16b in coins. Assuming 12% of the people will want to use the service and Interchange takes a 10% commission - that comes to $2.5m of revenue per year. Play with the numbers and you see this has great potential in the airports next to the money changing places. Not yet IPO.
November 1999: All phone companies are converting to IP. All ISPs use IP. Whenever you need to bill based on usage - one needs IP accounting records. That is where Xacct comes in. They extract the info from Cisco routers and convert the data into IP accounting records suitable for billing use. Only one competitor in this market - Narus. Xacct has locked up many partner agreements and controls this field quite well. Not IPO yet.
January 2001: They do convergent customer care and billing systems that handle orders, provisioning, helpdesk, Web accounts online, CDR and XDR records, multilingual, multi-denominational, usage limiting (IP, WAP, broadband), and much more. Not yet IPO.
Globes used to run in 1998 a stock picking contest showing how their analysts chose stocks. Here is my attempt to try and do the same. I start with an imaginary $100,000 and will see how I end up at the end of 1999. I must have no stocks by the end of 1999 so I will either sell on the last day of 1999 or before, depending on the market.
I finished the year up 6.8%. Not great, but better than the 22% the NASDAQ went down!
| Company name | Shares purchased | Purchase price | Date purchased | Price sold | Date sold | |
|---|---|---|---|---|---|---|
| Radware (RDWR) | 1000 | $15.75 | Jan 2, 2001 | $19.50 | Jan 23, 2001 | |
| Breezecom (BRZE) | 1000 | $12.25 | Jan 2, 2001 | $3.69 | Dec 31, 2001 | |
| M-Systems (FLSH) | 1000 | $12 | Jan 2, 2001 | $14.00 | Jan 23, 2001 | |
| Radvision (RVSN) | 1000 | $10 | Jan 2, 2001 | $7.59 | Dec 31, 2001 | |
| Accord (ACCD) | 1000 | $8.25 | Jan 2, 2001 | $10.50 | Feb 9, 2001 | |
| Electric Fuel (EFCX) | 1000 | $4.50 | Jan 2, 2001 | $7.00 | Jan 19, 2001 | |
| Nur Macroprinters (NURM) | 1000 | $9.00 | Feb 15, 2001 | $3.35 | Dec 31, 2001 | |
| Electric Fuel (EFCX) | 3000 | $3.00 | Apr 11, 2001 | $1.66 | Dec 31, 2001 | |
| Polycom (PLCM) | 2000 | $19.00 | Sept 17, 2001 | $27.50 | Sept 21, 2001 |
Note: Breezecom became Alvarion (ALVR) on Aug 1, 2001
| Date | Shares bought | Shares sold | Price | Cash balance | Stock valuation |
|---|---|---|---|---|---|
| Jan 1, 2001 | $100,000 | ||||
| Jan 2, 2001 | Radware 1000 | $15.75 | |||
| Jan 2, 2001 | Breezecom 1000 | $12.25 | |||
| Jan 2, 2001 | M-systems 1000 | $12 | |||
| Jan 2, 2001 | Radvision 1000 | $10 | |||
| Jan 2, 2001 | Accord 1000 | $8.25 | |||
| Jan 2, 2001 | Electric Fuel 1000 | $4.50 | $37,250 | $62,750 | |
| Jan 19, 2001 | Electric Fuel 1000 | $7.00 | $44,250 | $75,000 | |
| Jan 23, 2001 | M-systems 1000 | $14.00 | $58,250 | $58,750 | |
| Jan 23, 2001 | Radware 1000 | $19.50 | $77,750 | $39,180 | |
| Feb 9, 2001 | Accord 1000 | $10.50 | $88,250 | $23,180 | |
| Feb 15, 2001 | Nur Macroprinters 1000 | $9.00 | $79,250 | $33,375 | |
| Apr 11, 2001 | Electric Fuel 3000 | $3.00 | $70,250 | $24,340 | |
| Sep 17, 2001 | Polycom 2000 | $19.00 | $32,250 | $65,780 | |
| Sep 21, 2001 | Polycom 2000 | $27.50 | $87,250 | $14,470 | |
| Dec 31, 2001 | Alvarion 1000 | $3.69 | |||
| Dec 31, 2001 | Radvision 1000 | $7.59 | |||
| Dec 31, 2001 | Nur Macroprinters 1000 | $3.35 | |||
| Dec 31, 2001 | Electric Fuel 3000 | $1.66 | $106860 |
For the year 2000, I came out down 16.5%. My major mistake was Orckit, and I still believe in Radware and Radvision and will be buying them again in 2001. NASDAQ lost 39.3% in 2000!
| Company name | Shares purchased | Purchase price | Date purchased | Price sold | Date sold |
|---|---|---|---|---|---|
| Deltathree (DDDC) | 1000 | $27 | Jan 3, 2000 | $45 | Jan 27, 2000 |
| Radware (RDWR) | 500 | $50.25 | Jan 24, 2000 | $18 | Dec 29, 2000 |
| Optibase (OBAS) | 1000 | $39.75 | Jan 24, 2000 | $6.50 | Dec 29, 2000 |
| Electric Fuel (EFCX) | 500 | $14 | Jan 24, 2000 | $23 | Feb 29, 2000 |
| Electric Fuel (EFCX) | 2000 | $7.50 | Apr 19, 2000 | $14 | June 26, 2000 |
| Radvision (RVSN) | 500 | $27.50 | May 19, 2000 | $12.50 | Dec 29, 2000 |
| Deltathree (DDDC) | 1000 | $8.00 | May 19, 2000 | $15.25 | June 9, 2000 |
| Flash Networks (FLSH) | 250 | $66.75 | June 7, 2000 | $84.75 | June 9, 2000 |
| Orckit (ORCT) | 1000 | $24 | June 9, 2000 | $2.125 | Dec 29, 2000 |
| Accord (ACCD) | 3000 | $8.50 | August 18, 2000 | $13.50 | Dec 6, 2000 |
| Date | Shares bought | Shares sold | Price | Cash balance | Stock valuation |
|---|---|---|---|---|---|
| Jan 1, 2000 | $100,000 | ||||
| Jan 3, 2000 | Deltathree 1000 | $27 | $73,000 | $27,000 | |
| Jan 24, 2000 | Radware 500 | $50.25 | $47,875 | $125,000 | |
| Jan 24, 2000 | Optibase 1000 | $39.75 | $8,125 | $125,000 | |
| Jan 24, 2000 | Electric Fuel 500 | $14 | $1,125 | $125,000 | |
| Jan 27, 2000 | Deltathree 1000 | $45 | $46,125 | $57,500 | |
| Feb 29, 2000 | Electric Fuel 500 | $23 | $57,625 | $67,500 | |
| Apr 19, 2000 | Electric Fuel 2000 | $7.50 | $42,625 | $42,900 | |
| May 19, 2000 | Radvision 500 | $27.50 | $28,875 | ||
| May 19, 2000 | Deltathree 1000 | $8.00 | $20,875 | $60,200 | |
| June 7, 2000 | Flash Networks 250 | $66.75 | $4,187 | ||
| June 9, 2000 | Deltathree 1000 | $15.25 | $19,437 | ||
| June 9, 2000 | Flash Networks 250 | $84.75 | $40,624 | $66,120 | |
| June 9, 2000 | Orckit 1000 | $24 | $16,624 | $90,120 | |
| June 26, 2000 | Electric Fuel 2000 | $14 | $44,624 | $77,795 | |
| Aug 18, 2000 | Accord 3000 | $8.50 | $19,124 | $82,415 | |
| Dec 6, 2000 | Accord 3000 | $13.50 | $59,642 | $32,000 | |
| Dec 29, 2000 | Radware 500 | $18 | |||
| Dec 29, 2000 | Optibase 1000 | $6.50 | |||
| Dec 29, 2000 | Radvision 500 | $12.50 | |||
| Dec 29, 2000 | Orckit 1000 | $2.125 | $83,517 |
My one major mistake was not holding onto Checkpoint long enough as it peaked at over $200 on Dec 31! Nonetheless, as of Nov 18, 1999, I am up 88% for the year.
| Company name | Shares purchased | Purchase price | Date purchased | Price sold | Date sold |
|---|---|---|---|---|---|
| Elron (ELRNF) | 2000 | $16 | Jan 15, 1999 | $25 | Nov 8, 1999 |
| Orckit (ORCT) | 1000 | $15 | Feb 20, 1999 | $30 | Apr 15, 1999 |
| Checkpoint (CHKP) | 1000 | $35 | Apr 16, 1999 | $54 | Jun 25, 1999 |
| Commtouch (CTCH) | 3000 | $21 | Jul 13, 1999 | $30 | Nov 17, 1999 |
| Gilat (GILTF) | 800 | $48.50 | Aug 18, 1999 | $60 | Nov 3, 1999 |
| Date | Shares bought | Shares sold | Price | Cash balance | Stock valuation |
|---|---|---|---|---|---|
| Jan 1, 1999 | $100,000 | ||||
| Jan 15, 1999 | Elron 2000 | $16 | $68,000 | $32,000 | |
| Feb 20, 1999 | Orckit 1000 | $15 | $53,000 | $32,000+$15,000 | |
| Apr 15, 1999 | Orckit 1000 | $30 | $83,000 | $41,000 | |
| Apr 16, 1999 | Checkpoint 1000 | $35 | $48,000 | $41,000+$35,000 | |
| Jun 25, 1999 | Checkpoint 1000 | $54 | $102,000 | $49,000 | |
| Jul 13, 1999 | Commtouch 3000 | $21 | $39,000 | $53,500+$63,000 | |
| Aug 18, 1999 | Gilat 800 | $48.50 | $200 | $47,000+$36,000+$39,000 | |
| Nov 3, 1999 | Gilat 800 | $60 | $48,200 | $47,500+$67,500 | |
| Nov 9, 1999 | Elron 2000 | $25 | $98,200 | $76,800 | |
| Nov 17, 1999 | Commtouch 3000 | $30 | $188,200 |
| Date | Company name | symbol | IPO price | Hit price | 1st month high | Comments |
|---|---|---|---|---|---|---|
| Nov 18, 1999 | Cacheflow | CFLO | $18-$20 | $22 | $182 | Initially IPO priced at $11-13, revised to be $24 on Nov 18, 1999. Opened on Nov 19 at $109 - peaked at $160 in Dec 1999. |
| Nov 23, 1999 | Deltathree | DDDC | $11-$13 | $15 | $33 | Peaked at $60 in Feb 2000. |
| Mar 14, 2000 | Radvision | RVSN | $20 | $28 | $65 | Initially priced at $11-$13, revised to $20 on March 10, 2000, opened on March 14 at $57. |
| Mar 22, 2000 | Breezecom | BRZE | $17 | $30 | $51 | Opens at $38, peaks at $42 |
| Mar 31, 2000 | Arrowpoint | ARPT | $17 | $30 | $154 | IPO price revised to $34 |
| Jun 28, 2000 | Accord | ACCD | $10-$12 | $25 | $13.25 | Very weak start, bought-out by Polycom on Dec 6 - jumps to $13.5 |
| Apr 2000 | Cidera | CIDR | IPO revoked Dec 12, 2000 | |||
| Apr 2000 | Dealtime | DEAL | ||||
| Oct 24, 2000 | Xacct | XCCT | $9-$11 | $15 | ||
| Sep 27, 2000 | Avantgo | AVGO | $9-$11 | $18 | $27 | Opens at $12, hits $27 |
| Oct 10, 2000 | Transmeta | TMTA | $13 | $17 | $50 | Opens at $21, hits $50 first week |