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

To: wlheatmoon who wrote (6255)	9/13/1999 11:57:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> maybe QCOM ain't the gorilla everything think it is Maybe, mike. But short term price movement doesn't confirm or deny Gorillahood. If so, you could have pronounced Cisco a Chimp last October when it lost 40% of its market cap. In that case, as in this, the Fear portion of the equation won out, but only briefly. As Gorilla gamers, we should measure Q on the velocity of its Tornado (cdma adoption rate), the strength of its ipr, and its quarterly reports. Momentum isn't a metric in gg evaluations. Prosperous investing, Frank

To: wlheatmoon who wrote (6255)	9/13/1999 12:03:00 PM
From: Jill	Read Replies (4) \| Respond to of 54805

To all: That's a good point that bears serious discussion once the smoke clears. Has this thread embraced a philosophy or not? Do investors feel confident of the fundamentals--if not, why not? If so, why sell? Lindy, in spite of your contention that you're simply timing a downdraft, in the context of all your previous posts, this confuses a thread that you have been cheerleading--I'd suggest, gently, that you need to take more care in announcing such a reversal. You've probably stunned and scared some threadsters. I havne't made any moves today. Maybe I will, maybe not. If there's something you know that we don't, please share it. Thanx. Jill