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

To: Seeker of Truth who wrote (32987)	10/10/2000 6:44:37 AM
From: chaz	Read Replies (2) \| Respond to of 54805

Malcomb, I'm not sure just what he means saying the world doesn't understand technology, but he could be saying, as most of us believe, that the leading techs are misunderstood...their intrinsic value, IP if you will. I talk with many people who simply don't have a clue about what drives these companies. Few have an understanding of a value chain. Most of my acquaintances are news driven, and have little interest in digging deeply enough to evaluate that news, good or bad or FUD. That's what I think he's trying to get at, and if my experience counts, he's close to right. In the LA imes today was an article about sector rotation that slammed tech pretty good. Let's all go for energy, medical, small caps, anything but that miserable untrustworthy scary tech stuff. The article asks, "Why are you even looking at tech?" That says to me that there is a large body out there that really doesn't understand! Chaz