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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.80+0.3%Dec 5 9:30 AM EST

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To: Jim Willie CB who wrote (60061)1/6/2000 11:59:00 AM
From: CAtechTrader  Read Replies (1) of 152472
 
Barton Biggs has gotten it wrong for 2 years in several markets, not just the stock market. Those who followed his Interest Rate or Japanese Yen calls in 1998-99 got carried out in body bags. I respect Biggs but believe his set of skills is not applicable at major inflection points such as a change in technology takes over society, (ie, the advent of the railroad, the industrial revolution, the radio, the TV, the internet). I believe Biggs means well however, his analysis seems applicable to a static world. Right now the world is a dynamic place. Only those who are willing to learn and adapt to new ways are prospering.
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