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Subject:  Re: PUMA, INSP, AETH and PHCM Date:  9/5/2000  12:37 PM
Author:  xerohype Number:  4160 of 8783

Hi kbzd:

You wrote:
"Since we see a delay in the roll out of 3G (Tinker believes QCOM is still in the chasm), wouldn't it be too early to buy into these companies as well?
Just wondering..."

Very good question. I do believe that the move to wireless data services is in the bowling alley right now with a tornado in earnest coming in about 4-6 quarters from now. One or more than one of these companies (INSP, AETH, PUMA and PHCM) should do very well as long term investments. Buying now entails a fair amount of risk, since this technology sector is still in its infancy. The real question is how much risk are you willing to take, by buying a basket of companies you are cutting down some of that risk, but there is the possibility that the leader in this sector has not even had its IPO yet or otherwise could be a company not within those 4.

With larger risks come potentially larger returns. If you wait until the tornado is well underway your risks will be cut, but so will your returns.

"A beginner investor."

Make sure you read the Gorilla Game book and Inside the Tornado, both of these books do an excellent job of explaining the technology adoption cycle.
(See the FAQ for details)

Good luck.


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