SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (6105)9/8/1999 3:19:00 PM
From: LJM  Read Replies (1) | Respond to of 54805
 
>>>The "efficient" market hasn't responded to the clarification yet>>>

I responded and picked up some more while I was listening!!

I think the analyst could not have been more positive and emphasized that his estimates were on the conservative side with nothing factored in for CDMA build out in China. <<a big question mark still>>>

In fact, I remember thinking his build out percentages for CDMA as a whole were more conservative than other opinions I've read ie: George Gilder. All this conservatism >> and he still comes up with a 50 percent compounded earnings growth rate!!

I think Lindy will be very rich!!! <VBG>

LJM