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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (2937)	6/22/1999 4:24:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Bill, talking about the Memory Wars, I'm getting bored making money on G&K without having to trade, so I picked up a bunch of Micron 45 puts. They report tonight or tomorrow, so it will be a quick test of my dram acumen. Frank btw, I flunked the test last month.

To: LindyBill who wrote (2937)	6/22/1999 6:01:00 PM
From: Mike Buckley	Respond to of 54805

We continue to get great movement on Q. I guess the Fund Managers have finally figured out the earnings that Mike Buckley had figured out for us 2 months ago. Lindy always has a tendency to give me too much credit. But because he's on his way to being a $100 millionaire, I'm working hard at quickly becoming his best friend. :) Seriously, it is really sad to see the number of posts on other threads referring to Qualcomm's PE of 350 and above. I don't mean that in any kind of disparaging way in the slightest. It's simply sad that they don't appreciate that the pro forma run-rate PE (which inherently implies absolutely no quarter-to-quarter growth) is still only 55 after the recent price run-up. --Mike Buckley