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

To: Mike Buckley who wrote (23480)	4/25/2000 12:18:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<Thinking that they'll do it again because they did it last time is unsubstantiated thinking in my mind>> Does that apply to qualitative judgments as well as quantitative ones? I mean, it seems clear that we are now in another round of the Holy Wars (the 3G HW instead of the 2G HW, one might say oversimplistically), and the world is swirling with both facts and FUD. One beacon I have used to guide me is the credibility amassed by the different sides during the previous round--that is, in retrospect the intelligent pro-Q forces were generally right and the anti-Q forces wrong. Do you think such a strategy is inappropriate? I'm not saying we should trust blindly to Dr. J and the permabulls (well, not saying that explicitly<ggg>), but do we really have to treat each case as if it were occurring without any prior history, like we would in a courtroom? tekboy/Ares@damn,Ihopenot.com