Ali, >>>Where are the bulls?<<<
I got my hair trimmed today and not by Vidal Sassoon. I only wished they had used scissors rather than a hatchet.
Nevertheless, for the Millenium, I like technology and client server computing in particular. The billion connected computers is destiny. There is no denying it. There is a great deal of money to be made here.
If you ever played squash or racquet ball, you would know that whoever dominates the middle, whether because of size, stamina, quickness, or whatever - has great advantage.
Similarly, if you have been in business for yourself you would know the most important thing is money. You could have the greatest brain in the world, you could have the greatest vision in the world, you could have the most talent in the world, but without money (investments) - you are going nowhere.
I am often reminded, (Damon Runyon, I believe) - The race may not always go to the swift, nor the battle to the strong, but that is the way you bet.
And, that is why my investments are in Intel and not AMD (Intel covers 80+ % of the court and flush with cash). There is an old saying in semiconductor investing, the three most important elements in semiconductor success are balance sheet, balance sheet, and balance sheet.
At the same time, I am not a fool. This is not necessarily a zero sum game. I would really like to hear from you (a contrary voice on this thread), in a civil discourse in terms that people like me could understand, on the merits of AMD and or the demerits of Intel. (and, even though most of us may not be fully technically conversant, we generally known the difference between bull on a burger and bull shit).
But, as the wise lizard in the Budweiser commercial keeps reminding - let it go Ali, let it go. Stop inviting Paul to your barbecue - he's not coming.
Regards,
Mary |
