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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (25905)6/6/2000 4:32:00 AM
From: shamsaee  Read Replies (2) of 54805
 
Having read the exchange between Tekboy and ERIC and yourself on moore's new book,I start wondering if one mans word,who has in the past stated he is clueless about wireless sector should be taken seriously.I personally have more faith in this forum and the Qcom S&P thread on the subject than what moore has to say about the sector.I also think being a consultant to Nokia is a conflict of interest and reduces objectivity on his part.

I would appreciate your opinion of his long list of candidates across various sectors .When I read TFM he identified 4 companies as gorillas having the benefit of looking back but now he seems to have a mutual fund of candidates going forward.
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