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

To: DownSouth who wrote (27084)	6/29/2000 4:35:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thursday, June 29, 2000 Piecyk on Qualcomm --1:23 pm - By Tomi Kilgore Analyst Walter Piecyk at PaineWebber dropped his price target on Qualcomm's stock (QCOM: news, msgs) to $250 from $200 So much for his analytical skills. --Mike Buckley

To: DownSouth who wrote (27084)	6/29/2000 7:35:00 PM
From: mauser96	Read Replies (2) \| Respond to of 54805

D.S.,the report was concerned with quarter to quarter growth rates not year to year. I will respectfully disagree about CTXS. The transition of sales models is a result of their trying to sell on a larger enterprise level rather than to a departmental level.I don't want to make too much out of this because the situations of CTXS and NTAP are not the same. NTAP is a lot further along the process and apparently handling it a lot better.In the long run, once a company has established itself as a leader I much prefer a direct sales model. The report mentioned that NTAP had come up from "beneath the radar" (what I call the "ankle biter attack"). A noticeable thing about this report was the use of terminology that would be very familiar to any devotee of this thread. Reports like this may bring up the question of whether gorilla game investing has become so much of a cachet to analysts and others that it has lost it's edge as an investment tool. Once information is widely disseminated to market participants, prices usually adjust to take the new information into account. A year ago the gorilla game lexicon was absent from analysts reports, now it's common. Is this just a change in terminology or a shift in understanding?? Luke