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


To: LindyBill who wrote (31323)9/9/2000 6:32:51 PM
From: Eric L  Respond to of 54805
 
Lindy,

<< We are always accused of "Groupthink" here, but I think it is more of a "Birds of a Feather" syndrome. >>

Less "Groupthink" than many can appreciate. Our ages, needs, goals, risk absorption factor, portfolios, balance of portfolios, differ. We all seek maximum appreciation and maximum preservation of capital. We learn from each other.

<< As we discuss the options open to us, it just keeps leading us to the same companies >>

Thousand of companies to pick from. Few meet sound investment criteria, when sliced and diced, as we do it here. None of us can own all the good ones.

BTW: One of these days I'll sample your dance floor. I may show up unannounced. I know I'll be welcome.

- Eric -



To: LindyBill who wrote (31323)9/9/2000 6:39:28 PM
From: DaYooper  Read Replies (2) | Respond to of 54805
 
Lindy, what defining event will put you back into QCOM? Will 2 of 3 in Korea plus a China deal do it? How about a NOK 3G license deal? Possibly a SpinCo JV with a big gsm player? Or not until evidence of the wireless data tornado is proven? Curious as to your current thoughts on the Q. Rory