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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (45998)8/30/2001 1:40:48 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> Qualcomm is a great case in point for demonstrating the horrible results that can happen to one's investment portfolio if one simply ignore the current financial condition of a company while relying on a grand vision of the technological future.

Huey, we are in the midst of macro-economic disaster, not a company specific one. It would have been more appropriate to say,

Horrible results that can happen to one's investment portfolio if one simply ignores the overall economy while relying on a grand vision of the technological future.

Even a hardy plant will shrivel and die if planted in a desert. That's the lesson I've taken from the Great Tech Wreck.

uf
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