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

To: Eric L who wrote (16288)1/25/2000 10:40:00 AM
From: LindyBill  Respond to of 54805
 
Market Moves:

A feature of the market the last 5 years has been these one day "crashes"

A combination of program trading and the shorter term outlook and hair trigger responses of the Mutual Fund Managers, I guess.



To: Eric L who wrote (16288)1/25/2000 11:46:00 AM
From: SecularBull  Read Replies (2) | Respond to of 54805
 
I will admit that my statement regarding the momentum vs. GG players in QCOM was a rushed judgement. QCOM is a gorilla, no doubt. My central point, I guess, is that QCOM's day in the sun of this cycle of discontinuous innovation is nearing dusk. It is QCOM's game to lose.

Regards,

LoF


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