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

To: gdichaz who wrote (16034)	1/23/2000 11:16:00 AM
From: Eric L	Respond to of 54805

Cha2, << what is your opinion of the "fundamentals" of IDC >> It is very difficult for me to access. Jim Lurgio called my attention to it last summer when he started posting about it on the Nokia thread. I've attempted to follow the IDC thread. In between some outrageous stuff there and lots of hype there are a few very astute posts. IDC is not a company I am interested in investing in. It can't compare on fundamentals with Qualcomm for example and I see no guerrilla or king attributes. - Eric -