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 : The New Economy and its Winners
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (32690)5/23/2007 1:06:31 AM
From: Bill Harmond  Read Replies (2) of 57684
 
I'm all for owning any commodity in short supply. Made a good percent in WFR. Own CCJ.

AMSC is essentially a commodity company (high-temperature superconducting wire), maybe more like an alchemist. First Solar, too.

I think the big-big money to be made now (ala Wintel in the '90's) is in platforms that are becoming centers of gravity for Web 2.0: Google, Salesforce, Apple, Baidu, Amazon. They reach critical mass, then snowball. Google could be the first trillion-dollar market cap company. It's becoming cheap at 150 billion. Baidu is less than 5 billion.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News