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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (11087)	11/24/1999 5:34:00 PM
From: Dr. Id	Read Replies (2) of 54805

JDB, good to hear from the thread Psychologist. We don't hear enough from you. You must have kicked the thread addiction. Unfortunately, I only kicked the "post to see myself post" addiction! I still read just about every message here... and it IS an addiction! Qcom is definitely a thread favorite. Is this group-think, or the product of astute group-insight? I think its probably a little group-think, but more a product of astute group insight (though I may be deluded by my group-think!):-) I'm impressed that you and Pompsander are hanging in with Rambus. I am too. I've had thoughts recently of bailing, but I remind myself that I haven't seen any particularly negative news (aside from the delays, that are not unusual in the chip business), but a lot of FUD on the Rambus thread. Its one of those that I know as soon as I sell, it will rocket. So...I'll hold for awhile longer. Happy Thanksgiving! Its been a heck of a year. I keep reminding myself, "Don't confuse brains for a bull market, Don't confuse brains for a bull market"...but its hard not to! :-) Jeff

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