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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: Cynic 2005 who wrote (34700)11/23/1999 6:26:00 PM
From: Bindusagar Reddy  Read Replies (1) of 74651
 
Mohan, you misunderstood the information revolution. It is not about the dot.com stocks. I have the same opinion on them as you. IT IS ABOUT THE TRADITIONAL MANUFACTURING BRICK AND MORTAR BUSINESSES becoming efficient by incorporating the technological innovations improving PRODUCTIVITY in the process offer lower prices and better customer experience. I am not a buyer of dot.com stocks. I am a buyer of traditional companies adapting and implementing new technologies in every business process. I also like the infrastructure providers for the new economy. That does not include AOLs,EBAYs etc.

Second biggest revolution is THE COMMUNICATION REVOLUTION, once again not .COMs. Just want to get it straight. You have to be selective in this market.

Best wishes.
BR
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