The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric Wells who wrote (398)	5/22/2000 12:52:00 PM
From: Tom Kearney	of 57684

Eric - Being a contrarian all depends on your point of view. I consider being a tech investor pretty contrarian! re: we - it is clear that there are certain 'camps' of commenters. Tech investors or internet investors are often categorized as a homogenized group in the literature. And many of these types of comments vary with what's going on in market on a particular day. Your comments seemed to me to fall into that vein. In truth, I have come to conclude that whether one is risk tolerant or risk adverse, is a long term bear or bull, etc. depends a lot on your personality. I am highly risk tolerant. I have long believed that on average, tech stocks will be undervalued because they grow so fast, the average investor doesn't anticipate what the compounding effect will achieve for the price. I am only interested in companies that can grow fast. I will ride out the downs. I also have to say that, most of the literature I'm seen on risk analysis and risk quantifying seems pretty arbitrary to me. Give me a sample of a convincing risk valuation model or methodology? Ultimatley, my risk is I will lose all my money if technology fails to delivery its promise. I am convinced that the tech buildout has just begun. Profits are coming and will increase. It's only a matter of time. Regards, Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next