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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (19914)	3/12/2000 6:01:00 PM
From: Rick	Read Replies (1) of 54805

Hi, all: I just got back from a Florida vacation with my family. We all had a great time. Unfortunately, I'm also hundreds of posts behind. In the meantime, has anyone seen today's NY Times, op ed piece? Does it seem to you that Paul Krugman thinks Qcom is a dot-com company or not? nytimes.com "It's also true that savvy investors (at least they seem savvy) are following the Levi Strauss strategy: Let others get caught up in the gold rush, we'll sell them the supplies. It is quite possible that the valuations of companies that sell Internet infrastructure make sense even if those of the dot-coms do not. Still, as you watch those who missed out on the first few thousand points of the Nasdaq's rise feverishly try to make up for lost time, you have to wonder. Will people 80 years from now talk, without quite knowing where the term comes from, about being bezosified or qualcommed?" - Fred

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