Wahz, re: "... if they have some other idea of a company that is well positioned for the next tech wave ..."
You might want to peek at what's happening with Linux. The annual Linux Expo will be held in New York at the end of this month. You'll have to be careful of all the hype surrounding the show, but, after that, you may be able to winnow out a few kernels from all the chaff and find a good investment.
The basic story is that Microsoft dominates the world. They are arrogant, though, and expensive, and have alienated some important markets. Linux vendors have been filling some of those, and are slowly reaching out for others.
Will any of these companies succeed? I don't know. I think some of them will. The stable Linux platform is too appealing. Not because of its cost, but because it is free of Microsoft's repetitive, expensive updates and their constant destabilization of existing systems to force upgrading. Even so, the Linux companies will have to find a way to overcome a strongly entrenched mindset, and that's a major hurdle.
I hold a bit of RHAT. It has been marked by insider sales, which is not encouraging, but it seems to me they have been making some progress in a weak tech environment. I considered SCOX and decided against it, although my reasons might not deter others. There are several other firms that might be worth thinking about.
Wahz, I'm not a great one for discussing the investment merits of different stocks. Selection, timing, risk, goals and all the other details of trading are characteristics I can weigh for myself, but make me anxious when discussing them with others. I probably won't be much help to you, but I thought it worthwhile to mention this possibility.
Fred
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