Tech 强劲说明了什么？很多Online technology 公司有什么特点？
他们是新的生产力，经历一次崩溃后，重新回来，有更稳健的业绩审查，报表，6年以后，更多的公司和人们，真正寻求网络的便利交易和生活。
另外，他们的盈利模式。不得不承认，Google 卖keywords的 盈利模式，真的堪称值得获奖的一种盈利模式，光这个模式， 就够卖一大笔了。
最后，他们真的是手头充满了cash!!!在这个credit crunch的时候，什么是王道？？？Cash is King, Cash is now larger than King.
还有一点，网络无国界。他们不会被那个市场所局限。
现在这里说的都是网络公司，比如google, yahoo, baidu, alibaba , sina, sohu etc
当然想微软，apple这种卖系统的，垄断mp3的，进军手机的，都有巨好的前景。
如果很多人当初不选择他们是因为他们不是Tech guy, they cannot understand the business model, (like warran, or peter lynch)，那现在就是这些公司证明hard cash可以通过这种model realized的时候了。
Long tech stocks.
quite true.
and i would like to keed an eye on what you mentioned. still we have to take P/E into reckoning.
big guys have an additional advantage: they use $$$ to buy out infant competitors like utube. then noboday can compete with them. however, i am sure there is, are, and/or will be brave David(s) infront of Goliath(s), before being listed somewhere.
one more thing i think internet companies you mentioned are nolonger hitech thing liao! as no body take agri companies bio-chemi-physic-physological, even though plant photosynthesis is such a bio-chemi-physic-physiological precess. :p
big guys have an additional advantage: they use $$$ to buy out infant competitors like utube. then noboday can compete with them. however, i am sure there is, are, and/or will be brave David(s) infront of Goliath(s), before being listed somewhere.
one more thing i think internet companies you mentioned are nolonger hitech thing liao! as no body take agri companies bio-chemi-physic-physological, even though plant photosynthesis is such a bio-chemi-physic-physiological precess. :p
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