Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DSC Communications -- Ignore unavailable to you. Want to Upgrade?

To: Vladimir Zelener who wrote (3494)	1/28/1998 5:23:00 PM
From: Lockhart	Read Replies (1) \| Respond to of 4429

Vladimir, It means starting your investment decision process at the top ie: Based on what I know about the world economy, interest rates, growth, demographics, political considerations...do I want to be in stocks? If yes then the next step is what type of stocks....technology.. definitely...which sectors? Well tellecommunications...yes...networking yes...semiconductors...yes...software...yes. The next decision is what companies in those sectors...DSC? Maybe! To this point all fundamental and company specific risk has not been analyzed. Who are the competitors, what about R&D, product obsolesence, pricing pressures, management risk, and others. I'm a finance guy, and can get down to this level and then need some help which is why I lurk here. Down to the company level DIGI looks good, below that opinions are mixed but appear generally favorable. Those who pick the right techs will be handsomely rewarded in the next 5 years. Those who pick the wrong ones will be dependent on Clinton's social security bailout. I sure hope I guess right. Have a good evening!