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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?


To: Tom Kearney who wrote (389)4/1/1998 5:52:00 PM
From: Don S.Boller  Read Replies (1) | Respond to of 4509
 
Tom: CERTAINLY AGREE WITH YOU ON PSFT........................
Will have to get the gorilla book. Also agree that there can
be more than one "king of the apes"...sometimes the gorillas
in similar venues - do side lines that make them different in
some (not all) areas...F and GM, e.g.
For years, IBM was competing with SY, BGH, later CDA....you
could have made above average returns in any of them...What
I'm always on the lookout for is the next PRD or XRX that has
a proprietary product that is "ringed with patents"......But,
aren't we all.
Thanks much for the post.
Best,
Don