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To: DownSouth who wrote (1919)	12/24/1999 4:47:00 PM
From: kas1	Respond to of 10934

DS, Thanks very much for the explanation. I will indeed do more research. For now, however, let's both relax a bit and have a merry Christmas. :-)

To: DownSouth who wrote (1919)	12/25/1999 9:02:00 AM
From: riposte	Respond to of 10934

From MSN "Outlook 2000 - Investing in the '00s " In this corner, the money managers In the first of two parts, six top money managers give their forecasts on next year's stock market and reveal their favorite picks for the new millennium. Next week, we'll ask the same of six market analysts. [SNIP SNIP] Brady: This is a tough call, but you have to favor Microsoft because they are always in front of the product cycle. If you're willing to take a little more risk, I would say Network Appliance (NTAP) would be another one of my top picks. [REMAINDER OF ARTICLE DELETED] Although the comment about liking MSFT "because they are always in front of the product cycle" is suspect, he does recover nicely by then picking NTAP. FULL TEXT @: moneycentral.msn.com

To: DownSouth who wrote (1919)	12/25/1999 10:03:00 AM
From: riposte	Read Replies (1) \| Respond to of 10934

Gorilla Game For those interested in learning more about "The Gorilla Game", there's an interesting article at MSN's MoneyCentral, where author Geoffrey Moore is interviewed as part of the piece. Here's an extract. No mention of NTAP. Yet. [TEXT DELETED] The increasing importance of picking winners in high tech plays right into the hands of venture capitalist Geoffrey Moore. Moore, president of Chasm Group and author of the best-selling book "The Gorilla Game," proposes that there is a particular cycle seen in high-tech sectors experiencing discontinuous innovations. First, he says, the technology is accepted only by a small number of consumers. But eventually, some technologies become mainstream, and firms in the group see sudden tremendous growth, often in excess of 100% a year. What makes Moore's findings interesting is what happens next: A single leader, the sector's "gorilla," begins to emerge. And while in non-tech sectors, other firms might hope to catch such a leader someday, in high-tech sectors, the leader almost inevitably becomes stronger and stronger while would-be competitors fade away. [TEXT DELETED] Moore suggests that Qualcomm (QCOM), with its CDMA cell-phone technology, and fiber-optic components company JDS Uniphase (JDSU) are possible young gorillas in the making, joining such established gorillas as Microsoft (MSFT), Intel (INTC), Cisco Systems (CSCO), Oracle (ORCL) and SAP (SAP). [REMAINING TEXT DELETED] FULL ARTICLE @: moneycentral.msn.com Happy Holidaze, Steve

To: DownSouth who wrote (1919)	12/27/1999 5:25:00 PM
From: kas1	Read Replies (1) \| Respond to of 10934

OT, way OT DS, Thank you again for your message about QCOM. Your convincing just made me a very nice profit in the span of a few hours (and I hope much more over the coming years!). I did my DD and initiated a modest position in Qualcomm early this morning. I am not totally convinced that CDMA is "the future," but considering earnings momentum, the valuation right now isn't all that bad. My suspicion is that we'll get some more retail buying after the split, since nominal share prices is all that Joe Average knows (read some of Richard Thaler's work)... on the other hand, I'd encourage you to explore Nokia as a potential investment. If I were to draw a rough analogy to the PC world, I'd say Nokia is like Dell. (and the Nokia thread on SI has some very knowledgeable Finns) Best holiday wishes to you & yours.