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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 (44785)	7/22/2001 5:19:10 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 54805

Buffett actually understands technology better than most people on these threads. he just doesn't understand how most of the businesses will be profitable in the long run. he could have made a killing doing greater-fool momentum investing in technology along with all the rest of the momo players, but that is not his style. he has been perenially bothered by the lack of barriers to entry in most every tech field, which has been exposed in the bear market. i think only MSFT has a true moat around its business in Buffett's sense. as for the rest of them, to paraphrase an old wag, there's not too many business models that can't be wrecked if VCs throw a billion dollars at startup competition.