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

To: Mike Buckley who wrote (27106)	6/30/2000 1:15:59 AM
From: tekboy	Respond to of 54805

OFF TOPIC THREADMATES-- We spend most of our time on these boards discussing ways to make money. Which stocks are gorillas or kings; which sectors will tornado; whether to buy or sell now to make a buck today or two tomorrow. This focus has made many of us very well off, and able to afford the good things in life. I see regular references to fancy toys like digital cameras and new PDAs, early retirements, vacations in exotic places. I don't begrudge any of this to anyone, and have participated in it myself as much as the next person--perhaps more. But I was reading something today that reminded me how shallow all of these concerns are when faced with larger issues. We don't talk much here about injustice, but we know it exists. I expect the link below will move all of you as much as it moved me, and that you will act accordingly from the bottom of your hearts. Subject 36069 tekboy/Ares

To: Mike Buckley who wrote (27106)	6/30/2000 1:31:18 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

OFF-TOPIC BUT NOT NEW Most of you might remember that I once described a 14-year-old boy I met while a volunteer at the Fool four years ago. He's the guy whose knowledge of banking made people think he was a middle-aged banker. He's also the guy who introduced Gemstar to me, helped me focus on it, and co-authored with me a Fool piece about it at Christmas time three (I think) years ago. It was that piece that NYStew saw that brought the three of us together of sorts. His name is Brent Harris. Tonight my wife and I visited with Brent. He remembers Stew well and asked that I pass on a "Hello." That chat took place in the atrium of the Kennedy Center. We were there because two hours earlier Brent and about 140 other graduating high school seniors from across the United States and Puerto Rico were recognized in the Kennedy Center Concert Hall for their accomplishments, leadership, and contribution to those around them. The recognition and opportunity to spend the week with fellow student leaders, senators, congressmen, the President and Nobel laureates was brought about by Presidential Scholars, a program funded partly by federal dollars and partly by private funds. The group of 140 were culled from those having the top 2500 SAT scores. The rigid screening and application process that Brent endured was described by his parent as more than twice as difficult and time consuming as his successful application to Standford, where he begins his college education in the fall. It was a very rewarding evening, as you can imagine. --Mike Buckley P. S. But he never bought Gemstar. :)

To: Mike Buckley who wrote (27106)	6/30/2000 9:11:26 AM
From: mauser96	Read Replies (1) \| Respond to of 54805

Good points. Most strong tech companies will do a lot better in their underlying business than non tech companies during recessions because the techs have little if any debt in their capital structure, and don't pay dividends. Thus when times get hard they have a lot more flexibility and can continue to think about the future. The urgent drives out the important for debt ridden dividend paying companies during recessions.

To: Mike Buckley who wrote (27106)	6/30/2000 2:39:22 PM
From: shamsaee	Respond to of 54805

I was thinking along the same lines the other day but with a different twist.As the economy slows down and earnings slow down the High multiple P/E will diminish.There are a lot of companies out there (small,medium)that are very good at what they do and have niche products in areas where Gorillas dominate.Those gorillas who have high cash reserves and high generating cash businesses will be able to go on a buying spree of smaller setups and hence consolidate their positions even more.

To: Mike Buckley who wrote (27106)	6/30/2000 6:08:13 PM
From: 100cfm	Read Replies (3) \| Respond to of 54805

Speaking of stronger value chains I think Q's value chain is in total revolt. This latest news release indicating every Korean carrier has decided to go WCDMA unless the Gov forces them to go cdma2000 is unbelieveable. Something is not right here guys, you wanna tell me that European carriers who want to go WCDMA are idiots OK but not the KOREANS. They are the biggest users/supporters of CDMA, why do they all want to go WCDMA. They know better then we do the advantages of cdma200 so why go for a technologiaclly inferior protocol. Also Korean carriers are not being forced into WCDMA like European carriers, they want to do it willingly. Someone tell me why. I consider carriers part of Q's value chain since they are the ones who select the standards. CDMA2000 can be the greatest thing since slice bread but if everybody wants WCDMA what good is it. Right now Q's value chain should be circling the wagons around it, instead they are kicking it in the teeth. I also consider governments that control the standards their carriers can use as part of Q's value chain. China and Brazil have also kicked us in the teeth. Mot has come around somewhat but NOK continues to refuse to join the chain directly, at least they will be part of it indirectly. Q must bring it's value chain to heel and fast. I am very frazeled with this WCDMA thing. Why is everbody wanting an inferior, not ready, more expensive,most likely to be delayed by legal battles system over 1x/HDR. Is everybody in the world except us wrong?? 100lookinghardforthe valuechainandthetornado