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

To: Uncle Frank who wrote (27219)	7/3/2000 12:28:40 AM
From: tekboy	Respond to of 54805

<<I think you better start praying for good earnings.>> earnings? our companies are supposed to have earnings? sheesh, you're picky. Next thing you're gonna tell me that the price is supposed to bear some relation to the earnings. Then I suppose you'll start talking about Crown Cork & Seal or some such.... tekboy/Ares@nowtheytellme.com

To: Uncle Frank who wrote (27219)	7/3/2000 8:45:47 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Revenue and earnings growth will reflect his success or failure in executing SanDisk's business plan and vision. Well said, Ausdauer. Make that a ditto for Qualcomm. Frank and tekboy, I think both of you are missing the point about Ausdauer's original statement. I wouldn't want to put words into his keyboard, but I take his comment literally because it makes so much sense. When tekboy asks, Wasn't it one of the key characteristics of gorilladom ... and Frank responds that he is "absolutely right, in the long term, I say "Holy Fourth of July! SanDisk ain't a gorilla yet but these guys act as if it is!" Because SanDisk is not yet a proven gorilla, Ausdauer's words should be especially well noted exactly as he wrote them. --Mike Buckley