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Strategies & Market Trends : The Art of Investing

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Dec 26 4:00 PM EST

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To: Stuart C Hall who wrote (831)	1/21/2000 12:07:00 AM
From: Sun Tzu	Read Replies (1) of 10713

Nice to hear from you. I wonder who it was who bought GERN two years ago. Anyway, I am not going to argue the stocks that you have pointed out because you know more about them than I. So I hope that you are right. Keep in mind that to become a MSFT, SUNW, or even ORCL, not only the company has to fully dominate its niche, it must also establish strong barriers to entry. And of course, its niche has to be a very very big "niche". I think a few years ago I owned some QLGC. But I've been out of that area of the market (both professionally and investment wise) for too long. I'll let you know what I think if I get a chance to check them out. good luck, ST

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