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Pastimes : John Dessauer's Investors World
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To: Robert New who wrote (2191)10/22/1999 2:33:00 PM
From: polarisnh  Read Replies (2) of 2346
 
Robert,

That is great and congratulations on your success. I know that Ericsson has made a lot of money in the past and will continue in the future. I just feel that John missed the boat over the last few years by ignoring Nokia or Qualcomm instead of recommending Ericsson. I know hindsight is easy but I attribute John's technology triumphs to more of a 'spray and pray' mentality than actually having in-depth knowledge of technology and there future trends. His financial stock picking prowess is very good and I highly recommend it.

I think he has missed the boat on many occasions. For instance, as much as John wants to talk about Kodak I can't get excited about the film industry that is on the verge of being replaced digital imaging. I'm not saying that Kodak is going away I just don't see them being leading edge. I would much rather see him pursue and EMC. Don't get me wrong I also made money on LSI and missing out on SFA was my own fault.

I just feel that JD should really look at a Lucent or wait until the end of a correction and take a chance on a Cisco. The companies who are building out this worldwide information superhighway.

As far as Internet stocks, he acts like they don't exist! I think that he is totally missing the boat by not investigating an ATHM or CMGI which is probably the best Internet incubator company in the world.

IMHO,

Steve
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