SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: drew_m who wrote (30210)8/21/2000 8:29:43 AM
From: drew_m  Read Replies (1) of 54805
 
Good Morning Thread,

Couple of questions to inspire groupthink;

While listening to the Motley Fool Radio show over the weekend, there was an interesting interview with a technology forecaster. The 2 basic ideas he was discussing were quite interesting.

The forecaster (sorry, forgot his name) spoke about the future of the Internet. His future model shows that less than 5% of all Internet traffic will be people accessing information or other people. The other 95% of traffic will come from machines (devices) accessing other machines. I am quite sure that at least 1 CEO from our current G&K list, stated basically the same numbers.

The forecaster also mentioned biotech as his area where the most change will occur (not the first person to say that, I am well aware.)

1. Is it way to early to be on Tornado watch for companies that will prosper from this trend? I understand how CSCO, EMC, NTAP et al, will grow as the total internet grows, but I am referring specifically to this aspect of growth on the internet.
(UW, is this where ELON fits in?)

I know in the past we have specifically stayed away from the biotech arena for various reasons such as lack of understanding the market in general and the ability to determine if it is a royalty game or if a true Gorilla can emerge. Every time I turn around I am hearing biotech this biotech that, biotech biotech biotech…….just like I heard fiber fiber fiber.

2. Should we from time to time look at the biotech revolution to see if a Gorilla can/will come about? The inability to spot a tornado could be our very own barrier to entry.

Drew@IwasatthePGAyesterday.OMG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News