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Non-Tech : The Critical Investing Workshop

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To: stockman_scott who wrote (4485)2/21/2000 1:19:00 AM
From: elpolvo  Read Replies (1) of 35685
 
stockman_scottie

(i like that handle. raise horses i bet. i got a boat and i'm looking fer a good small pony that ain't afraid of lightening. gottne?) nevermind...

you didn't ask me, but here's my 2 cents on the stealth bear market article.

it's shortsighted.

i thought EVERYBODY knew we were in the early stages of a technological/information age revolution. the way we live, play, work and do business is about to be drastically changed.

companies that can see that and are light enough/quick enough to move, change their business models and GO FOR IT are going to be the winners in this race to be well positioned in the new paradigm.

investors know it (even stupid ones like me). that's why the money is going into the Qualcomms, Ciscos, and Oracles of the world. and that's why it's leaking out of the Mattels, J.C. Penneys and the Sears Roebucks.

bear market? sure, for the greybeards and the dinosaurs. not for me and Qualcomm!

GO Qualcomm!!

-polvie
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