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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (43288)6/7/2001 3:22:13 AM
From: Mike Buckley  Read Replies (1) of 54805
 
I think a major issue to contend with is our expectation. Few people were expecting that an unprecedented rise in the market could be followed by an unprecedented fall. Malcolm menions that "the great wireless explosion looks to be quite slower than previously expected." Not to pick on Malcolm or anyone who agrees with him, but let's articulate what those expectations were and what they were based on before we determine that our expectations should be altered. And let's do that exercise with regard to all of our expectations.

--Mike Buckley
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