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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Fredman who wrote (954)1/6/1999 8:53:00 AM
From: cfimx  Read Replies (1) | Respond to of 4691
 
No. I don't think it's ANYTHING in tech. One its all overpriced. two, it changes way too much. Who knows where wireless internet technology will be in five years.



To: Fredman who wrote (954)1/10/1999 5:58:00 PM
From: jhg_in_kc  Respond to of 4691
 
Fred, I would buy AOL, SUNW, CSCO, and EMC. i think they will all grow at 35% a year, or higher. These fellows will get the lion's share of the profits of e-commerce. An outside shot is INKT. Its chairman has said, 'Every time someone clicks the "search' button on the Internet, our cash register rings.
jhg


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