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To: s berg who wrote (926)7/27/2001 8:13:20 AM
From: HairBall  Respond to of 1328
 
s berg: All important questions and prescient points...

Due to the bout I had with the SirCam virus infecting three of the four computers on my home office network (the fourth my PMac was never turned on), I was unable to spend any time putting together charts and remarks last night. I think every thing is back to normal, but I am way behind...

Regards,
LG



To: s berg who wrote (926)7/30/2001 9:46:35 PM
From: Chuck Williams  Read Replies (1) | Respond to of 1328
 
Agree on biotech. Disagree on technology. Perhaps 20% YOY growth is unrealistic for a company so large (MSFT), but software is not a boxcar - the life cycle is easily 1/5th or 1/6th that of railroads.

Picture a railroad industry where they changed the widths of tracks every 4 years due to design improvements that lowered delivery and management costs by a significant margin. Then you would have a valid comparison.


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