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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Kal Perry who wrote (486)3/18/1999 10:32:00 PM
From: idler  Read Replies (1) of 15615
 
I think he gives you a fairly unique perspective on technology issues, especially emerging companies that may not be well known or followed by analysts -- i.e., early leads on some things. Frankly, some of it is above my head technically, but I get the main points. He doesn't pretend to "pick stocks" as such, but to identify companies which he considers leaders in emerging technologies. It so happens that in many cases these companies also perform well (if not extremely well) in the market. I personally try not to use any one source as an exclusive guide. I haven't done the math on how well his picks have done, but it looks like others on this thread have.
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