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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (8051)10/11/1999 2:58:00 AM
From: Bruce Brown  Read Replies (1) of 54805
 
Let's just say that the first several times I heard Gemstar touted on this thread I dismissed it completely. It was only after I read the 6/23/99 Stephens report that I began to put my own experience aside and let myself be convinced by Stew's and Mike's enthusiasm...

Excellent lesson in there for all of us. I'm still hurt that I missed out on Q a hundred points ago because Geoff Moore didn't see a gorilla game there. Lesson learned for me. My cost basis is much higher than most on this list for QCOM because of believing too much in the teacher.

BB
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