Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 100cfm who wrote (12971)	12/19/1999 10:23:00 AM
From: Mike Buckley	Read Replies (1) of 54805

100, Your very succinct points #1 and #2 are such terrific follow-ups to Luke's post. I do hope everyone is taking this stuff seriously enough to apply the thinking (the questions) to all high-tech companies. are we comitting heresy by disagreeing with the author's gorilla proclimation of lu?? Did we commit heresy when we profoundly disagreed with Moore about Qualcomm? No, we didn't. Is Lindy commiting heresy when he calls Intel a King and gives the reasons to support his view? No, he isn't. Are the people who disagree with Moore & Gang about Lucent being a gorilla committing heresy? No, they aren't. Do you wanna know why? BECAUSE IT'S OUR MONEY, not the authors' money, that is on the line. We must always remain free thinkers, willing to be cautiously optimistic with a healthy sense of skepticism. Nothing is beyond reasoned question. Absolutely nothing. --Mike Buckley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next