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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (52344)7/28/2002 9:55:14 PM
From: paul_philp  Read Replies (1) of 54805
 
--Mb,

Thanks. Those are impressive numbers. Mathematically the 1X numbers look tornado like. Enough so that I will have to put my pride in the drawer for a while and do some current research on QCOM.

Remember, Moore warns that the TLAC does not directly apply to consumer markets. I think there is something quite similar and Malcolm Gladwell sketch the outline in The Tipping Point.

BTW, I am beginning to see signs that point to the very early beginnings of a potential recovery in technology, sort of. (Was that hedged enough? <ggg>)

There has been some good news from a few corners. QCOM and ARMHY stand out. Buffet and Gates working to turn Level 3 into a sustainable business. Amazon releasing their Web services package. eBay blew their numbers out. It might just be time to get off the ledge and review the landscape.

Paul@OkBearsComeAndGetMe.com
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