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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (20170)12/6/2004 7:37:00 PM
From: jeffbas  Read Replies (1) of 78520
 
Bob, related to OVTI, I have been an investor in technology for decades. In my opinion, it is a very fashionable and generally lousy sector to invest in. The name of the game is "durable competitive advantage (DCA)" - sustainable product position, market position and gross margins. Very few companies have it and even fewer investors have the expertise to identify which do.

If you don't have DCA, then buying such a company is like buying an oil well without a clue as to how long the oil will flow or at what price you can sell it. I know I do not have the expertise, and generally avoid one product line companies. If one wants an investment in technology, waiting to buy something like LLTC at a good price makes more sense to me than an OVTI.
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