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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (46055)	9/2/2001 1:50:20 AM
From: Stock Farmer	Read Replies (1) of 54805

What are the issues about QCOM's financial condition that you feel led to the fall of the stock price? Very topical. Maurice and I were tweaking each other's noses about this over on the QCOM thread that started with the familiar refrain here Message 16288457 and is now at this unconventional intermediate point Message 16290247 I personally think QCOM et. al. fell because of a shift in the supply/demand curve of wealthy greater fools, coincident with the new economy graduating from its first semester in the school of hard knocks (math 101, econ 101 and history 101 in addition to EE/Comp Sci core) and an infusion of reality into capital asset pricing models. John.

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