other high-tech stocks.
yes, i believe xDSL technology is the way to go in the future. we are seeing a convergence of cable co and telco network. however, investing in the hot telecomm area is like parachuting in the safari desert. i am afraid to allocate a vast amount of capital in this run-up because I may end up in the middle of nowhere.
however, i am currently doing extensive research in this market and i don't think it will be too late to invest after a particular technology prove to last.
i don't hope to profit from a stock that have the "prospect" to go from 4 to 100 in one year. i profit from the volatility of solid earning-generating stocks.
if you are an investor in xDSL. you are on the right track. but in the short-term volatility is going to be very unpredictbale.
as far as other technology stocks i like, csco, sunw, orcl, usrx are my favorites.
for emerging technology. i like NC x-terminal and PC x-server makers:
hummingbird communications HUMCF -- they provide the best PC x-server solution for real-time, graphic intensive data sharing. basically PC x-server software turns your PC into a X-display terminal linked to corporate data-sharing servers. it is like a software graphic-display interface. hummingbird's eXceed provides the industry's highest quality graphic display ability. if you are familiar with x-display, this ability is crucial to your work. PC x-server programs run on all existing operating systems (include WIN 95, WIN NT, Os/2..etc). for an idea of how humcf's product is like, visit your local Charles Schwabb branch and check out their real-time quote machines.
however. humcf has faced several short-term uncertainties.
1) will NC ("dumb-terminals") take over PC's in the corporate or even the consumer market?
2) humcf recently entered the corporate intranet data management market, which is currently dominated by netscape. it is a risky development.
in the NC x-terminal business. I like hdsx and srvc (sunriver). they had a run up recently due to oracle's NC announcement. however, hdsx and srvc also makes so-called "dumb-terminals" for internal network. and they are involved in the hardware business. i admit i don't like computer hard-ware related companies because it is extremely competitive.
i would look for major software or chip-maker plays in the NC market. |
