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

To: Bruce Brown who wrote (48947)	11/15/2001 8:59:37 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

I believe your initial argument about the Sierra Madre introduced an attempt to compare the realm of paid "top of their craft, star" entertainers and professional athletes obtaining a certain amount of spoils in their respective industries to that of a technology company who had their technology chosen as the standard by the market place yes, the analog in the IT world is MSFT, since it is the company that makes almost all the money. this is because technology is by its nature a really bad business--you have to constantly keep innovating or get overrun, so ongoing R&D costs are high, and you end up obsoleting your own products--all stuff that should be no news to GGamers. so it is appropriate that MSFT should carry a high valuation for being such a great company. my point is that many tech cos are priced as if they were a MSFT, even though they don't earn anything. "insert a star in their field" here _______ - their talent stood out heads and tails above others from the get go. Keanu Reeves? Jeff Coons? Huey Lewis? Loverboy? the list goes on and on... actors and pop musicians are bad enough--don't get me started on modern art.