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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: ftth who wrote (10470)7/9/2005 2:06:03 AM
From: HeyRainier   of 46821
 
>>Let us know if you ever start some worldwide broadband index funds so we can short the US ;o))))))

LOL, if only we could. But don't they already have a broadband index HOLDRs Trust?

finance.yahoo.com

As for personal favorites in tech, I'm actually not partial to anything; commoditization and imitation hits too quickly, so it becomes more a focus for companies with execution and lowest cost advantage. Not too many out there.

But then again, I'm too far removed from the traditional equity stock-picking world that I used to bathe myself in to give any particular insight. Going market-neutral in non-traditional asset classes has a way of making a person lose touch with cutting edge stuff. That's what you and Frank are helping me get back into. :)
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