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Non-Tech : Simula (SMU)

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To: michael c. dodge who wrote (915)2/5/1998 10:28:00 PM
From: greentree  Read Replies (1) of 1671
 
Wally,

If you are out of Simula, I'm sorry to see you go. I have enjoyed your input, and it is always well thought out. However, I must note that Simula hasn't missed the numbers so much as the analysts have had a very hard time in judging when an unformed market will take shape. I can't help but think that those with a long-term perspective will be well rewarded with SMU, but there will be many bumps along the way. After all we are investing in the cutting edge of technology, some will work some will not. Overall I like SMU management, love their ability to continue to develop new technologies that look so simple. I believe we may be early, but we are not wrong. If you can keep your head while all about you are losing theirs. . .
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