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Strategies & Market Trends : The Art of Investing

PICK 49.91

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Dec 19 4:00 PM EST

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To: Sun Tzu who wrote (185)	10/26/1998 11:59:00 PM
From: rich evans	Read Replies (1) of 10711

TDFX may be too narrow a tech company and subject to the buggywhip problemsof of yesteryear. Their are lots of tech companies with good numbers which fell victim to change. Check out the intel thread post 67406 for what could be a threat i.e. There are other posts in the intel thread and telecom threads which show the risk of many of these smaller one product/area companies. So I think their is a chink in your armour when it comes to small cap techs. I guess that is why I went with the ECM stock. But even here I made mistakes buying to small a company when the big OEMs wanted to partner with global larger players. Rich

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