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Technology Stocks : Comverse Technology
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To: NotNeiderhoffer who wrote (825)8/20/1999 12:50:00 PM
From: Trader Dave  Read Replies (1) of 1331
 
lol!

I get the picture. If you want a place more white bread than boston try minneapolis on for size.

So Soros dumped cmvt and is moving into the pure internuts?

I guess Soros and I are on opposite sides of the coin now. Perhaps internet retailing and resale of off price services with decaying value will ultimately deliver microsoftian margins, but i'm not smart enough to see that in the crystal ball. (BTW he also dumped $10 million into an internut retailer wannabe called bluefly. BFLY is run by a good guy, but i just don't get the business.)

I'd prefer to own dominant vendors with significant intellectual property content and design lock in in markets that have nice dull 25% to 50% growth.

internettimemaybefastbuteconomics101willprevailTD
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