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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (9015)10/27/1999 7:46:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> a person who knows software cannot necessarily be expected to understand semiconductors and a person who knows semiconductors may not understand the ins and outs of telephony.

That's certainly true, but delving into the technology deeply doesn't necessarily lead to good investing decisions. Otherwise all engineers would be rich. And if valuation was the key, the bean counters would be rich.

I think we can all learn enough about technology and valuation to be effective investors. Some of our very successful threadmates are living proof.

Frank
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