lynn... "captive markets"
some companies, due to their aggressive growth and marketing are able to attain the status of "household name"
in business to business, when the client commits large scale to a particular vendor, it becomes difficult to dislodge that vendor. trends are for corporations to limit number of vendors. csco and sunw fit this description
companies like qcom and rmbs are more intellectually property plays.....if they have patented technology that is widely accepted, they maintain their dominant position. much like msft...new os appear, but if not compatible with msft os, then it becomes difficult for a new os to become dominant, it's a matter of pure economics
hd has national presence, good marketing and consumer pricing.
all the companies you mention meet a captive market criteria...rmbs the highest risk as it has not yet established a dominant position, but has the capability...but keep in mind so did sony with beta recorders!
take a break from the market, limit your losses, stop churning your account, stay away from new positions, it appears a bit volatile for your battered psyche....regroup and wait until a confirmed reversal
good luck
ed |
