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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (19674)3/10/2000 10:03:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
It is obvious that although Q is a great company and a core holding in the wireless sector, its days of hypergrowth are over.

Considering that this is a folder based on the field manual and considering that I am the self-ordained head of the nit-picking department, I am compelled to mention that all evidence of CDMA hypergrowth remains fully intact until we see emperical evidence to the contrary.

Ummm, on the other hand, it could be argued that I was not self-ordained and that my status as nit-picker is the result of that nasty thing in the folder called group think. :)

--Mike Buckley
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