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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stoctrash who wrote (37816)1/11/2001 6:04:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Fred,

Nobody wanted to answer me

Sorry you're feeling ignored. :)

For what it's worth, the reason I didn't respond to your post is that you might be right and you might be wrong. I've posted often that it almost always takes a lot longer for products to be adopted than most investors in those products think will happen.

Whereas you mention that QCOM's stock might get clobbered if the adoption doesn't live up to expectations, I agree entirely. But that's more of a short-term view than I use, so I really don't care if the stock gets clobbered so long as it is immensely successful five or ten years down the road.

--Mike Buckley
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