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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (25908)6/6/2000 8:52:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Shamsaee,

I also think being a consultant to Nokia is a conflict of interest and reduces objectivity on his part.

I don't, at least not to any significant degree. Don't forget that it's his responsibility as a consultant to Nokia to tell those folks exactly what the market strength of CDMA is regardless of what they think of the other issues involving the technology. That's why they hired him. And if a potential conflict of interest prevented him from writing about a particular sector, it's likely he wouldn't have been able to write about the computer sector in which case he never would have written any of the books.

In summary, I have no problem with him writing about sectors in which he operates. If anything, it's natural that there would be more mistakes on his part when he writes about areas in which he doesn't operate, one example initially being the wireless area. (By the way, we have no idea if Moore is consulting to Nokia about anything having to do with the wireless industry.)

I would appreciate your opinion of his long list of candidates across various sectors.

It really doesn't matter what I think. Each of us has to form those opinions for ourselves. And it really doesn't matter whether or not we agree with Moore as was demonstrated when Moore initially wrote that Qualcomm was a prince playing a royalty game to King Nokia. There are only two important issues -- that we invest our heard-saved dollars based on our own research and that Moore gave us the ground-breaking basis for doing that research without having to understand the details of the various technologies.

--Mike Buckley
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