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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (36821)12/20/2000 12:28:12 AM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
What slowing growth? How fast is it slowing? In the top-tier market or the mid-tier market? In licensing revenue or service and maintenance revenue? Is it the slowing growth implied by the article you provided that concerns you? Is the info in the article accurate?

One of the great dilemmas in any dialog is that, if the participants do not share a common worldview -- assumptions, categories, etc. which influence the way in which they perceive the world of the topic -- argument is predictably fruitless since one is arguing apples against oranges.

We have had several rather dramatic examples in recent weeks in which really very minor news, at least from the perspective of those on this thread, has had major impact on a stock price ... at least in the short run. We with an LTB&H perspective are possibly amused, possibly tantalized by the buying opportunity, but also distressed by the portrayal of a solid company in a light which fails to distinguish between very minor adjustments and fundamental shortfalls of purpose and expectation.

I would like to join you in the resolution and make the naysayer present a solid case before one treats it seriously, but I'm not sure I am strong enough or tired enough not to try to knock down foolishness (classic sense, no relation to the investment group) when it rears its silly head. It is hard not to want to smack them on the forehead and ask, "have you actually thought about what you just said?".
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