<<I was wondering if you had noted Geoffs subtle changes, and attach any significance?>>
I hadn't noticed those, but now that I have I still don't attach much significance to them. It seems pretty clear that however brilliant his basic insights, Moore takes less care with some of his details than he should. Ever since I followed the dispute over QCOM's gorilla status last spring, I have trusted this thread's collective judgments about how to operationalize and refine the game more than the author's own obiter dicta....
Re QCOM vs. NOK: the tek household has oodles and oodles of Q, but tekgirl still retains a decent stake in Nokia too, so we play both sides of that game (albeit unevenly). I am hopeful (as always, probably too much so) that it may soon become a cooperative rather than a competitive game in the not too distant future.
In fact, I have a little contest going among my stocks at the moment. My three largest holdings--QCOM, GMST, and JDSU--all seem to be awaiting significant news, the arrival of which should light some long-overdue candles. My prediction as to the order of the announcements is as follows: first, JDSU/ETEK merger approval; second, QCOM/NOK licensing deal; third, GMST/TVGIA merger approval. The next 3-6 weeks could be very interesting...
tekboy/Ares@ridiculouslyirrationalexuberantist.com |
