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

To: gdichaz who wrote (32999)10/10/2000 1:58:19 PM
From: areokat  Read Replies (1) | Respond to of 54805
 
Moore has constructed a very useful template with which to measure companies, but at times he seems not to use it very well himself.

Cha2
Good point. I believe I remember right in that he uses mutual funds as his investment mechanism, not individual stocks.

fiberoptics besides JDSU who do you personally like long term?

Kat



To: gdichaz who wrote (32999)10/11/2000 2:35:58 AM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
I think Moore's failure to recognize Qualcomm as a gorilla when many here did, reflects his experience more than his thought. (He has since come around on Qualcomm of course.)

We could turn that around and mention he was calling Siebel a gorilla long before many did here as well. Of course, he works with Kippola who knows the software market.

BB


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