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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (26388)6/15/2000 6:16:00 PM
From: DaYooper  Read Replies (1) of 54805
 
struggling with the possibility that Q is dead money

Hi Jerry,

That very thought was discussed a week or two ago but was quickly discarded as "absurd". More of "coiled spring" no?

The problem seems to be that the stock (not the company) is psychologically damaged. Some event will be required to repair this damage, imo. And it needs to be bigger than a solid earnings report with 15.5 million chip sales for Q3. It needs to reassure investors and analysts that the Q has essential 3G CDMA patents or that the Q will see rapidly increasing chip sales. At that point the spring will be uncoiled in a big way - but probably not much until that time.

I think we follow the Q so close that we lose sight of the forest for the trees. Just my opinion.

But then we're not suppose to time our gorilla investments anyhow. Luckily I cheated some.

Good Luck, Jerry.

Always lurking. Rory
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