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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (2442)	2/3/2000 10:07:00 PM
From: Jim Willie CB	Read Replies (3) of 35685

catalysts of paradigm shifts are much like large fast nimble steamrollers you either run behind them like foot soldiers behind armored tanks short it, and YOU GET CRUSHED LIKE ROADKILL stand and watch it, only to wax envious and disparaging with business2business internet, we got some real productivity agents hitting the corporate balance sheets... with Enterprise Resource Planning (and its ever expanding domain beyond personnel tracking) we got some real efficiency tools... for God's sake, check out ITWO, which is I2 Techology... I used to own it last year... it just took a 4-bagger run... they compete head2head against the bully of database sw Oracle... ORCL's 8i architecture and software is gonna continue to cause serious change among business information systems the internet is a device for instantaneous price competition and low price seizure... my old Staples has to compete face2face with OfficeMax and OfficeDepot, whose prices are accessed by a click... NOW THAT IS COMPETITION... you can not only get a price, but take a look at the product and spin it in 3D !!! exciting times to be alive would you believe my broker was led astray by a vicious hoax? my QCOM does not have any lousy 65% maintenance reqmt just a vicious shitty lie by a small angry broker manager he was upset my broker is leaving sucky Josephthal he was upset at me for mouthing off about poor option conversion advice / Jim

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