SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: mauser96 who wrote (30591)8/28/2000 10:47:11 AM
From: shamsaee  Read Replies (1) | Respond to of 54805
 
<"The Age of
Spiritual Machines"., a sort of gee whiz look at the future by a computer innovator. It's probably worth reading, or better yet get
the tape because it's an easy listen. >

Lucius I have just finished reading Living on the fault line,the innovators Dilemma,leaps by Roth,how to make money in stocks and pring for market indicators.I have so many bits of info in my head right now plus,I have about 30 more books coming in the next few weeks plus six sitting on the shelf waiting to be cracked.I plan on reading all hopefully within one year.I even ordered a couple of books from Gilders site which should fry my brain really good.

The only problem now is to put all that info to use and find a balance between all the stuff.Having not paid much attention to the market recently has definitely helped my focus.

BTW qcom is moving and something is up.



To: mauser96 who wrote (30591)8/28/2000 2:00:03 PM
From: lurqer  Read Replies (1) | Respond to of 54805
 
"The Age of Spiritual Machines"

amazon.com

One of the books that I read on my recent Utah trip as a way of updating me on the emerging cyborg. It sensitized me to the possible upcoming investment opportunities in Virtual Reality and nanotechnology (long time scale). While I had some familiarity with both, I had never thought of the synergistic interaction between them.

Also of interest was Kurzweil's current fascination with investment opportunities divined with "evolutionary algorithms". If I understood him correctly this is the focus of his current attention. Given Don's post (#30596) and the following quote one can understand why.

"There are several large funds today that use genetic algorithms and related mathematical techniques that appear to be out performing more traditional funds. Analysts estimate that in 1998, the investment decisions for 5 percent of stock investments, and a higher percentage of money invested on derivative markets, are made by this type of program, with those percentages rapidly increasing. The controversy won't last because it will become apparent before long that leaving such decisions to mere human decision making is a mistake."

The controversy referred to is whether humans or computers will be better at investment decisions. While I believe Kurzweil tends to err on the optimistic side wrt both the capabilities of machines and the ease of solving difficult software problems, the above quote gave me pause. I decided perhaps I'd "better get while the getting was good".

lurqer