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To: Elroy who wrote (123)	5/7/2002 4:44:22 PM
From: PCSS	Read Replies (1) \| Respond to of 4345

Elroy, Please review & tell me who to have invested in and what the trend is for the future siliconinvestor.com

To: Elroy who wrote (123)	5/7/2002 4:58:57 PM
From: MeDroogies	Read Replies (1) \| Respond to of 4345

You can have 20% of a pie worth $100bb. Or you can have 30% of a pie worth $40bb. Which would you take? IF you only take the "market share" viewpoint (which, by the way, I think is incredibly shortsighted), you have to compete vociferously from an underdog position. Sometimes it is easier and better to focus on what works. You can take a 20% position in $100bb industry, and be more profitable than the company that is the 50%. I'd rather own the 20% company, if that were the case. Making your standpoint on such a simplistic thing as market share will lose you money every time. I've worked for companies that are #1 in their industry and they were all screwed up. I've worked for small companies in the same industry that made tremendous margins. It's finding the right balance that is important.