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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaveMG who wrote (1107)	4/6/1999 1:02:00 AM
From: Mike Buckley	Read Replies (5) of 54805

Dave, It's amazing to me the way people are jumping on all of a sudden... Not speaking for anyone else, but the primary catalyst for me was to learn that CDMA adoption is occuring at the rate of more than 30% quarterly. Using the gorilla-game strategy of waiting to invest in an enabling technology until the tornado begins, that is not an unimportant event. If I remember correctly, I should be thanking you again for the web site that shows that rate of growth. Not to be unkind, but I don't understand the mentality of questioning where everyone was when a stock was priced a lot lower than it is now. It's not as if we're competing in the investing Olympics and that those of us come to the game later than others of us should feel bad about it. Again, just my opinion. Thanks again for pointing out the tornado-like growth of CDMA adoption. --Mike Buckley

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