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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (31888)	9/19/2000 6:29:25 PM
From: willkm3	Read Replies (1) \| Respond to of 54805

Sounds like we're describing swings in the Yen or Natural Gas when we talk about volatility in tech these days. Maybe this volatility shows the inefficiencies in the tech sector. By inefficiencies I mean that no one has full knowledge of the technology, the competition, or much less who will win the many games being played out. Because of the DD we share on this thread most of us would not be interested in CNXT or LSI, but would consider owning BRCM. By focusing on the GG approach we are seeing the tech world from a different angle than most. That should give us an edge in a market where inefficiencies abound. Just thinking out loud... Keith