Cool, seven figures eh?
And I'm going to do it with small
and microcap biotechnolgy. But
feel free to keep kicking--sure,
I would love to go back in time
and buy MSFT or DELL--or even better
any internet stock, but I really
do feel their fun is over. Biotech
will be the next hot sector--it is
the one area of the market that is
undercapitalized, and those situations
do not last.
Please don't tell me Microsoft is
clever enough to double their revenue
again and again, the market for OS
and software is saturated...and the
level of consumer debt means that
PC penetration will slow dramatically
over the next year--soon everybody who
wanted a PC will have one, and they
will not need the latest iteration of
intels CPU every year, because most
people just surf the web...hell, you
can do that on a 486--my wife does!
Now on Cisco or sunw or a couple of
those others, I could agree--there is
a lot of bandwidth coming and I suppose
Cisco is the leader for switches etc
(forgive me if I have the jargon wrong,
but you know what I mean). I can imagine
Sun doing well too, but I do not know
much about Java. |
