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Strategies & Market Trends : the Women of SI

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To: OldAIMGuy who wrote (724)	4/16/1999 9:22:00 AM
From: Rainy_Day_Woman	Read Replies (1) of 1691

Long ago I made a strategic mistake of ignoring software companies because I couldn't analyze them from traditional points of view. I let Microsoft pass me by after studying the heck out of it. Maybe I'm missing the boat on the internet, too. I've always liked tangible things, and intellectual property isn't easily measured that way. hmmmm right now i think the 'nets' are astronomical in price for that very reason, hard to measure and no one wanting to miss out on the next Microsoft. they are a momentum only play at this point. the best way to play for long term is to study, find a few that have real potential for earnings and growth, follow and when there is the big market correction [20 %] use that as your entry point. that said, i know your investment style has worked, so why rock the boat? you're a tangible kind of guy, bearded, but tangible :-) be well Grizz foxy

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