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Strategies & Market Trends : the Women of SI -- Ignore unavailable to you. Want to Upgrade?

To: Rainy_Day_Woman who wrote (723)	4/15/1999 10:06:00 AM
From: OldAIMGuy	Read Replies (2) \| Respond to of 1691

Hi Foxy, I've stayed on the fringes. Since the internet stocks all need the ability to communicate at high speeds, I've gone to the chip makers that produce the stuff that makes the internet work. Sort of a back door approach. The chip makers at least can be measured by somewhat traditional methods. That's helped me. Long ago I made a strategic mistake of ignoring software companies because I couldn't analyze them from traditional points of view. I let Microsoft pass me by after studying the heck out of it. Maybe I'm missing the boat on the internet, too. I've always liked tangible things, and intellectual property isn't easily measured that way. Guess I'll have to ponder all this some more! Best regards, Tom