Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Apollo who wrote (34039)	10/30/2000 10:22:05 AM
From: MarkR37	Read Replies (1) \| Respond to of 54805

<<Transmeta's Crusoe might be disruptive by virtue of its energy efficiency. But so what????????>> Hello Apollo, This is indeed a speculative play for me and most of you have no business investing in this company if you call yourself Gorilla Gamers. It is very, very early. Also, as I am sure you know, the Innovator's Dilemma is not meant to be an investment guide in any way shape or form. It is more a history of how different firms deal with threats from disruptive technologies. If this does prove to be a disruptive technology, the book goes to great lengths to describe the advantages these new entrant firms have against established rivals. For me, it seems like a fun place to have .2% of my money.