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To: Poet who wrote (1586)	1/24/2000 11:19:00 AM
From: JohnG	Read Replies (2) \| Respond to of 8096

Poet. QCOM. Direcion all depends on 1) earnings and 2) Jacobs' explanation of them. His reputation as a straight shooter will see them through any temporary problem. However, I am guessing earnings for 12/31 to be in the $0.30 to 0.33 range vs ~0.25 consensus. The analysts will look past the Q2 write off for sale& ee termination expenses. This means price will be level at worst and explode to 200 at best. What I am saying is that I. Jacobs reputation is such that this stock is just not going to fall any lower than 140 period after earnings and odds are of a very nice bump up. JohnG

To: Poet who wrote (1586)	1/24/2000 11:24:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 8096

Jill, are we to consider ITWO as a gorilla, or as a chimp? I'm not a gorilla investor, per se, and am new to the method. I have noticed that ITWO seems to have quite a "gorilla" following, and this might explain the recent 12 bagger that I've experienced in it. In reading The Gorilla Game, I guess that I'd have to consider myself a concept/theme investor (given my highly diversified play in bandwidth). This is also an evolved style that has changed from my earlier style of holding fewer names. My thought is that 100-200% returns (very likely with my current holdings) are huge numbers at my level, and I'd hate to sacrifice a ton of capital for playing in a less diverse field. I do see the point of less-is-more advocated by the authors, but I'm not sure that I'm in total agreement. Still thinking about it. I do enjoy this thread, even if I'm not a true gorilla hunter. Thanks. LoF