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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1121)	3/14/2000 4:17:00 PM
From: unclewest	Read Replies (1) \| Respond to of 22706

I have one very hard and fast rule--don't stand in MSFT's path helluva good rule...no argument from me there. no cliff notes yet...still doing dd. but, if you look around the voice apps are coming and are everywhere. i am trying to work myself into positions, in all the very high growth areas, where i can see possible monopolistic locks or discontinuous innovations or de facto standards..pre or in tornadoes. i leave next week on an extended trip and i am trying to get into a situation i think i can leave alone and not tweak for 6 months. i would love to get input on this. so far i see. area..................probable play embedded processors wind storage ntap/emc hdtv gmst maybe wgat light bulbs/rf/microwave cree wireless qcom, cree(base stations) voice lhsp, gmgc interconnectivity elon OLED (Organic Light panl/lux.v Emitting Diode) for flat panel screens then i see a group of companies that seem to be no brainers, sebl, ctxs are amoung them.