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To: bonnuss_in_austin who wrote (894)	12/8/2000 12:07:54 AM
From: elpolvo	Read Replies (1) of 104160

...I'm not sure that as investors this means the end of technology. quite the contrary. it's something to look into when you're doing your DD on your favorite tech companies. are they quick? are they lean? do they have sufficient resources to redeploy their OWN business model/infrastructure every time they get "leapfrogged"? do they KNOW that that's what it will take to survive? if not, you don't want to be in them LTB&H. you'll want to leap among those frogs to catch a ride on the jumpers. -el froggie hunter (a part of my current strategy is investing in the "umbrella" QQQ. 100 of the strongest, richest tech frogs, leaping each other. owning the QQQ spreads the risk. some will leap, some will be leaped. decreasing the risk decreases the returns and i'm a bit higher risk investor than that so i increase the risk reward ratio by using margin or buying calls on QQQ.)

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