C-Cube Message Board - Msg: 2785748

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Technology Stocks : C-Cube

CUBE 36.64

-0.5%

Dec 5 9:30 AM EST

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To: J Fieb who wrote (25548)	11/21/1997 9:44:00 AM
From: J Fieb	of 50808

From the same Issue, I found some value in Elias Moosa's piece, Market Cycles, Timing is Everything..... upside.com ......New Technology Cycles Unlike capacity cycles, new technology cycles happen frequently and are easier to identify. They can kick up the octane levels on the rising edge of any of the other cycles, but they can also be unforgiving to those left with yesterday's technology. Given their explosive nature, new technology cycles can be particularly fruitful for well-informed investors. The penetration of new technologies within a large and growing installed base follows relatively clean "S-curve" patterns. Technology upgrade cycles are easier to anticipate and profit from than capacity cycles, which can become a game of chicken for investors. The massive PC industry, with hundreds of millions of machines worldwide, is a fertile platform for deploying new technology. Wireless phone markets and networking hardware markets also contribute to a growing pool of installed technology bases. During the past few years, we've seen several instances of technology upgrade cycles in the PC industry.

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