CRUS, good buy? Message Board

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Technology Stocks : CRUS, good buy?

CRUS 120.34

+0.5%

Nov 28 9:30 AM EST

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To: Calvin Scott who wrote (5501)	4/4/1998 11:06:00 PM
From: ted quinn	Read Replies (1) of 8193

Here's The Motley Fool's take on the importance of "insanely great" management: It is management and other intangible factors, not technology, that matter in generating non-random investment results. One doesn't have to be a partisan technologist or a business model ideologue to do well in investing. In fact, both are bad for investment results. Paying more attention to the merits of technology and to the putative technology leaders than to the merits of the people who are actually running the businesses and the business models that are truly working would have you owning IBM (NYSE:IBM - news) and Apple (Nasdaq:AAPL - news) rather than Microsoft and Intel (Nasdaq:INTC - news) over the last 15 years. Investors should not get caught up in the next "insanely great thing" if they want to generate excess returns. They should get caught up in insanely great managements with insanely great ability to execute on intelligent business models and strategies.

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