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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jim Mullens who wrote (53759)	3/24/2003 2:03:31 PM
From: Stock Farmer	of 54805

Typical ad-hominem attack. And from an individual whose posting history boils down to "Give me a Q. Give me a U. Give me an A L C..." No surprise you chose to focus on QCOM back in '99 as the contribution of this thread to your investing prowess. But you seem to be a quart low on memory. Back in '99, contributors to this thread identified QCOM just about at the same time they picked out ATHM. And LU. And GMST and a dozen or so others of similar ilk. Spin the roulette wheel often enough and the ball will drop on your number. Forget about the other times it didn't and you too can leave the table with that winning feeling all the time. Some are even lucky enough to have the ball fall in the first few throws. Chock it all up to the "system" you employ and you'll be back at the table for another go. Such is the behavior that makes Casino owners in Vegas quite wealthy: fixate on winners and forget the losers and keep coming back to the table for more. The word "hopeful" occurs amongst the punters just as it does in your post! As to our debates on other threads? The words "waste of time" are pretty funny coming from the guy whose valuation approach in 2003 consists of extrapolating 35% CAGR on pro-forma revenue through the next five years and throwing a PEG of 1.8 at the result!!! And then who exclaims hope that "we have also educated ourselves on how to better recognize, prepare for, and avoid the disastrous financial impacts of the next bubble. " Funny... if it wasn't so sad. Indeed, over on other threads you have a track record of systematically (a) arguing against the folks who avoided the disastrous financial effects of the last bubble, (b) ignoring opinions other than those which already correspond with your own deeply held beliefs, (c) sucking up to others who voice your same opinion and (d) for those who do not, resorting to slander, name calling and other questionable behavior. Maybe you could grow up and we could return to whatever it is that is on topic for this thread. Who knows, we might even get what you hope for. John

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