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To: Lizzie Tudor who wrote (21562)7/29/2004 7:32:53 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Jeez, Lizzie that post makes no sense. There can be very strong demand for commody products...but it's nearly impossible to make money on the supplier side.

There are all sorts of IP for capex that haven't been commoditized yet. Companies in my little circle of interest like QCOM, ADAT, AIRN, ALVR, AV, ARTI, IPIX, NVTL, SWIR, SFLK, AMD, PLMO are interesting.