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Technology Stocks : Wi-LAN Inc. (T.WIN) -- Ignore unavailable to you. Want to Upgrade?

To: JAPG who wrote (6051)	2/20/2001 3:06:44 PM
From: russet	Respond to of 16863

<<<I read regularly the G&K thread and was aware of this post. At this point in time and according to the G&K thread philosophy Wi-Lan is out of their their radar screen and range of interest for 2 reasons:>>> I know you are right about the above. G & K is an interesting construct,...and was developed to describe the past and present, and worked for a time as the huge technology bubble was being created. Of course almost everyone could make money during that period it seems. I also see the G & Kers like to talk about long term investing, and "x" thousands percent increases if you held over the long term. One problem with thousands and even hundreds percent increases, I think,...is that in order to get those "x" thousand percent increases, you usually have to buy at a low price,...sub $10.00, even sub $1.00,...and those prices usually occur before the stock is recognized by many as being in the early stages of a TALC,..pre tornado, part way over the chasm, and when the bowling alley looks more like a (my) game of golf in which the ball is forever slicing into the woods (gggggggggggggg). Another interesting post from over there,.. http://www.siliconinvestor.com/readmsg.aspx?msgid=15350978 To:hueyone who wrote (39234) From: Uncle Frank Wednesday, Feb 14, 2001 11:52 AM View Replies (3) \| Respond to of 39525 >> can we permanently dismiss the untenable notion that anytime is a good time to buy a gorilla? Personally I don't have enough data to come to that conclusion, Huey. That belief, and indeed all of the Gorilla Game theory, is based on a long holding period, which would make your conclusion, following a nasdaq correction of less than one year, a rush to judgement. Taking a longer measuring stick, let's say a modest 3 year holding period, and looking at the 2001 GKI components, the theory would still appear to have some merit. 1/13/98* 1/13/01 Return BRCD 5.66 53.44 845% CSCO 16.17 28.50 76% EMC 16.75 55.31 230% INTC 25.94 32.44 25% ITWO 5.77 38.25 563% JDSU 6.41 38.50 501% MSFT 55.00 58.19 6% NTAP 7.94 39.69 400% ORCL 5.53 22.56 308% QCOM 6.86 80.50 1074% SEBL 6.34 55.94 782% SUNW 7.52 25.13 234% *********************************************************** I suppose all the G&Kers recognized that all those stocks were gorillas back in Jan of 1998,...or did they??? Are they all really gorillas now?, or just a bunch of hairy neanderthals waiting for extinction by homo wofdm(ggggggggggggg). Someone(s) will eventually use some variant of existing technology tweaked with powerful computers to commercialize the use of certain parts of the electromagnetic spectrum to allow humans access to useful data and voice communication products and services presented in an appropriate way anywhere they travel in the world,...even in space. We.are.borg.inc:-))) If my brains haven't turned to mush (and they could have) the successful company(s) will get access to the best frequencies for a particular use, and have the best software and antennae technology, as this appears to me (perhaps only me) to be an antennae dependent(sending and receiving)(good reason to buy Tiltek) and data manipulating race to commercialization. Power sources (particularly with mobile) appear important as well, but most competitors seem to be dependent on other companies for those innovations. Of course we could just do something with the air to make it a more efficient conductor of the spectrum (ggggggggggggggg),....maybe we are :-(((( That is why I tried to bait you into debating W-OFDM vs Q-CDMA with Tinkershaw,...to flush out some of the pros and cons that many of us brain mushed souls might be unaware of. I'll try again at another time ;-)))