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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (37194)12/30/2000 3:01:58 PM
From: 100cfm  Read Replies (2) of 54805
 
The real question for me is "will the gorilla game, as I play it, be a winning game in the long
run?"


I hear ya big time brother.
I think alot of people would say it was greed that got us, I say it was more over confidence and very strong belief in what were doing and thus we gave our Gorillas an air of invincibility. It didn't help either that everytime our companies would fall they came back and made news highs everytime until Q began it's oneway trip to the bottom.
After reading that article and Eric L's posts I have been thinking maybe Geoff was right when he didn't crown Q a Gorilla.

So now I sit here with Q the one stock I thought was more gorilla then the rest put together and the one stock I could count on for my financial well being. Those thoughts have been smashed this year and Q to me right now is no gorilla. Couple that with the decrowning of INTC as never being a gorilla, then I say who really is.

And so if Gorillas are not the true path for us then what is, and where do you/we put our money. I don't know. That is why I was up so early posting, was up wondering what to do in 2001, can't afford another yr like 2000. But I was having one of those nightmares where you run but no matter how hard you try you don't move. Well I was trying to move my money but had no where to go. Do we go back to Old economy stocks, do we go into bonds, cash? or a combination of all of the above, again I don't know. My feet and brain are churning but I'm still not making any progress.

So here we are again with a Q against the world situation.
With everyone who would be a major link in our value chain kicking sand in our faces. It is understandable from AWS but for Cingular to bash Q and basicaly call IJ an outright liar means the hatred for Q knows no bounds. Not sure if being hated deeply is part of the agorilla Genome.
Synder is partially right on this one it seems IJ is hawking a system(CDMA2000)that no one except three carriers in the whole world wants.
Nextel will be the next one to kick sand in our faces.
Even though I know they all end up at WCDMA at some point down the yellow brick road and Q gets paid from all. Maybe If go thru a field of poppies and wake up in 2007 as Eric suggests all will be wonderful again.

Jerry they say that every adversity has within it the seed of an equal or greater benefeit. It seems your seed has already sprouted, congratulations I'm happy for you.
My seed has not shown any signs of life yet.

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