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

To: tekboy who wrote (17790)	2/12/2000 12:49:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I would hate to have somebody leap in now thinking they were going to see Qualcommesque appreciation.... Right, tekboy. Absolutely accurate if you're referring to an expectation of a 7- to 10-fold increase in less than a year. No one should ever "expect" that to happen with any stock. When a lot of us invested in Qualcomm in the spring of 1999, the fundamentals were not in place for that to happen. The changing fundamentals that none of us could have known about were the dramatically improved margins resulting from the sale of the infrastrucuture biz and the later sale of the handset biz. On the other hand, the power of GOrillas goes on for years and years. That Siebel's Gorillahood is all about tornados that have not been in progress for long as well as the more recent e-commerce tornados that will likely produce product market potential larger than the ERP space, I wouldn't sell a share of my Siebel stock now. Just my opinion. --Mike Buckley