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

To: TigerPaw who wrote (9960)	11/8/1999 1:45:00 PM
From: rel4490	Respond to of 54805

re: QCOM's new valuation From page 120 of the RM: "...investors begin by acknowledging a hypergrowth return stock as represented by Area A (Chart not shown on this post). This tracks accurately to the early stages of the tornado, but doesn't go far enough. Investors are simply not ready to believe that the tornado can continue or that the gorilla is going to be as powerful as it eventually becomes. But it does! The gorilla keeps reporting significant upside surprises to expectations. So a new GAP/CAP chart(Area B) is forecast. Once again, investor expectations still do not appreciate the full impact of the tornado. After all Area B is three times the size of Area A....Surely that is enough! But it is not! The company again reports a significant upside to expectations...and eventually the market cap explodes again... GG investors know this succession of revaluations must happen, because the high-tech market development models upon which the philosophy is based insist that it must happen." Basic GG. Any questions?