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 : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (1304)	12/15/1998 4:39:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

<Don't you ever dream about discovering, and investing in, a company like EMC, INTEL, and MicroSoft at their embryonic stage?> Any ideas? One could say many Internet stocks may fit this bill, but they've also been discovered. I'm excited about General Magic, but they are certainly a risky venture. I like some of the security companies like Checkpoint and Axent, but are they on par with Mircosoft? I doubt it. I like Lernout and Hauspie and would love to invest in Nuance Communications when they go public. I think there must be some great things coming with wireless broadband, but don't know how to make it work for me. Seems like many of the great idea companies may just get bought long before they go to greatness. Makes you wonder why IBM didn't buy Microsoft many years back? So, what are the places we need to look for the next great investment? Regards, Mark

To: Stitch who wrote (1304)	12/15/1998 5:37:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Stitch, <<Don't you ever dream about discovering, and investing in, a company like EMC, INTEL, and MicroSoft at their embryonic stage?>> What am I going to say? No? Of course I would love to be an embroyonic investor in the next Microsoft. I suspect I will not be. If I spent all my waking hours studying, researching, interviewing, and analyzing cutting edge businesses/technologies the odds would still be heavily stacked against me. I prefer to invest my long term money in companies with proven technology, proven research and development and proven business acumen. I suspect that all the companies we have mentioned have had a crisises or two where the prudent investor bailed out and the starry eyed dreamer held on. Starry eyed dreamers usually get taken out and shot but, very rarely, all the dreams come true. I dream with short term funds ( and, frankly, have a great deal of fun researching, talking about, cheering, razzing, and speculating) but my life, my retirement is on the guerrilas. The ones who have been to war and survived. I may never be Bill Gates or Warren Buffet but I'm very comfortable, Yogi

To: Stitch who wrote (1304)	12/15/1998 6:11:00 PM
From: LK2	Read Replies (1) \| Respond to of 2025

Stitch, RE-->>inarguable statements<<. Human nature to argue. Human nature to envy. Can we learn, in spite of ourselves, to follow someone like Yogi, who has probably made more than any of us because he was smart-/lucky-/what-have-you- enough to use the stock market well? Not only is this Yogi guy smart, he is also shrewd/practical/whatever. Regards, Larry PS--But I would guess a guy named Stitch is doing pretty well, himself.

To: Stitch who wrote (1304)	12/16/1998 12:09:00 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 2025

OFF TOPIC – WORTHLESS ANECDOTE Don't you ever dream about discovering, and investing in, a company like EMC, INTEL, and MicroSoft at their embryonic stage? Around 1982 a person I know very well gave some freebie advice to someone that they should buy Intel, an up and coming MEMORY CHIP maker. Well this person that took the advice was not one that spent a lot of time watching the market and knew very little about it, so after he called his broker and placed an order to buy 600 shares of Intel, trading around $30, he basically forgot about it. Unfortunately for him, the broker bought 600 shares of Inter-Tel, symbol INTL. You can see how easy this would be in an era of handwritten orders, my lazy "C"s look like "L"s sometimes too! Well nobody caught the mistake until years later and all that was done at the time was to sell the INTL at a severe loss. Today those 600 shares of INTC would have been 14,400 shares and worth $1,656,000. Moral of story. Watch those "C"s and "L"s. -Robert