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Technology Stocks : Golden Genesis (GGGO), formerly PCOM
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To: fred whitridge who wrote (138)1/15/1998 1:28:00 PM
From: Sam Citron   of 145
 
Fred,

Those numbers are interesting, but nearly meaningless as far as investments are concerned, because they are indexed to MW rather than any indicator of profitability. It would be like deciding to invest in DRAM industry simply because of exponential growth in Mb shipped. Actually the growth you cite is downright sluggish compared to DRAM shipments. Agreed PVC market has great potential, but we need better statistical indicators for measuring it.

SC
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