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

To: LindyBill who wrote (3555)	7/8/1999 5:15:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 54805

<<Right now, a lot of people won't buy Q because they think: A: They have missed it or B: It has gone so high it will crash >> my sentiments exactly... an equal number wont touch it because they fail to comprehend that all GSM suckers are simply CDMA subscribers in yesterday's clothing... more still cannot see next year when personal digital assistants and the general handheld PC market starts to covet Qualcomm's goods... the next explosive growth will happen when PalmComputing system software attracts dozens of new applications from developers like Wireless Knowledge... and then come the parade of clever appliances... I personally like the car cellphone that uses the car radio as a speaker with override just last weekend, a bright guy friend said "Jim, just remember that all tech stocks go back to zero" ... I asked if he had heard of Intel, Microsoft, Cisco, Dell, Oracle... he smiled, but doesnt really anticipate things like EMERGING WIRELESS STANDARD follow the standard... buy it, buy it more, hold it close to your privates / Jim Willie

To: LindyBill who wrote (3555)	7/8/1999 10:44:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Lindy, If you have really caught a Gorilla in a Tornado, IT IS ALMOST IMPOSSIBLE TO LOSE MONEY! I'm not sure that's true. I'm still wary of the fact that all of the case studies and brief mentions in the book cover a period that happens to be the strongest bull market in the history of the stock market. What would happen, as an example, if someone bought a gorilla at ridiculous valuations and within a year or so a new, discontinuous innovation comes along and displaces the gorilla? --Mike Buckley