G&K Investing for Curmudgeons Message Board

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Pastimes : G&K Investing for Curmudgeons

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To: Uncle Frank who wrote (2552)	6/7/2000 9:15:00 PM
From: Archie Meeties	Read Replies (1) of 22706

I agree that an oil centric view of the gorillas is mistaken. None the less, I think g&k's companies are more sensitive to slowing growth in the remainder of the economy that we can forsee right now. The big slowing I'm thinking of happens after this is realized in the markets. The gorilla I'm looking for is one whose innovations can convert heavy oil into light easily and cheaply, or change ng into lng easily - something like that is a necessary step for fuel cells. When we get that, technology will again assert itself against the burden of commodities. Crude driven inflation will be kept at bay, and growth in sectors influenced by crude can continue (thus powering your favorite tech gorillas.) We almost created enough fiat fast enough to foster a fuel cell revolution - but alas, we need it right now, not 3 years in the future.

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