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Strategies & Market Trends : Dave Gore's Trades That Make Sense
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To: Dave Gore who wrote (13007)9/26/2002 11:34:04 PM
From: Nancy  Read Replies (2) of 16631
 
Dave,

when things do not making sense it itself is a clue. the phenominal growth in revenues / earnings in an area eventually would be commoditized would not be sustainable. the founders know it. the shorts know it.

another example is gnss. and nvda almost fits in that category as well.
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