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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Lynn Goodman who wrote (15488)	1/17/2000 11:51:00 PM
From: Mike Buckley	Read Replies (3) of 54805

Lynn, You might say that one of my decisions is to use some portions of this Thread as research data. Touche. (You'll have to use your imagination to add the little accent over the "e." :) On the other hand, ... I have to oppose the notion that it was luck that my investments increased ... As the person who brought the importance of Qualcomm's deal with Ericsson to this thread, I hope it won't go unnoticed when I say that our wildly successful investments in Qualcomm (so far) is mostly attributable to luck. I won't go into the details at this hour, but many of the wonderful fundamental changes in the company and our awareness of their importance could easily have taken years instead of months to develop. We were lucky. --Mike Buckley

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