David, I've been lurking for a while.
Your comments on the OCTL thread led me over here.
There are so many good stocks to invest in,
that I prefer investing in companies that have
interesting products and technology,
as well as good earnings.
Innovative young firms are much more fun to research
than old, getting-slow companies,
with lots of baggage in proprietary legacy systems.
Former leaders can spend most of their R&D on kludgemanship!
So I've started checking out CGRM.
Over on StockSmart, there's lots of CGRM info
pulled together in one place.
websmart.stocksmart.com
CGRM's latest 10k, filed 01-24-97
at sec.gov
is loaded with information, and also some frankly scary caveats.
I think large firms are happy to buy from innovative, younger companies,
if they are pretty sure the new guy will still be around 10 years down the road.
A good way to aid survival is a slew of partnerships
with strong firms, even with potential competitors.
I'm glad to see CGRM working with Motorola.
I hope they make many other good connections.
Thanks for the tip leading to CGRM, David.
Cheryl |
