IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

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Mar 29 5:00 PM EST

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To: Samuel R Orr who wrote (10129)	2/27/1999 8:51:00 PM
From: Charlie Tuna	Read Replies (4) of 11555

Sam,WHAT IS NEXT! I was licking my chops over athm,yahoo and amzn in the spring of 96. It took along time for them to move.This was really just a fade play.Long term non of em look too compelling.I did not buy any of them boo hoo.I did get sucked into the WinChip tech as it really did look like it had a chance.This was/is a bloody fight. I dont gamble on hype and think that waiting for reality is a better plan.The times are moving faster and faster it reminds me of when the first pc's came out.My first machine ran under cp/m.What is kind of wierd is that c and unix are still pretty strong. So where are the next dominate players hiding? What is the compelling earth shattering technology they will own? Surely it is not any of the above rockets. They simply do not own any compelling technology. So again I ask who does and what is next ? I am still looking and taking the big view. ......the times they are a changing ...... Just think back to all of the issues during the last tech burst:ibm,msft,intel,apple,motorola etc. The best technology did not dominate. The mac/moto had mac os on the 68k was a blow away product all msft/intel had was dos on the 8088! Right now is a very good time to take a step back and wait for WHAT'S NEXT to EMERGE. Regards,Charlie Tuna

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