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

To: Rick who wrote (37290)	12/31/2000 2:19:16 PM
From: Bruce Brown	Respond to of 54805

Fred, Thanks for all of your excellent work this year in keeping the FAQ in tip top ship shape. For all on the thread, here's an article showing that even some of the greatest investors underperform the market in a given year or even a longer stretch of time. However, they stick to their strategies and come bouncing back. Worth the read: fool.com Happy New Year to all. We're off to a party where we will overlook Vienna and catch a view of the fireworks. I've never seen fireworks while it was snowing before, so maybe tonight will be a new experience. BB

To: Rick who wrote (37290)	12/31/2000 2:31:32 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Fred: You have raised a fascinating question of how to measure quality by quantitative means. Not easy. As I have mentioned before, I once spent some time on this and am convinced that a series of quantitative indicators can give some clues for further analysis but not ever sufficient for a valid decision. For example, the question is why is the "strong buy" being recommended? And who specifically is making that recommendation? (For example, perhaps less weight (to put it mildly) might be given to the strong buy recommendations in the wireless field by Marc Cabi and Ed Synder who seem to have an agenda than some others who seem to have done more serious homework and analysis) Also the herd instinct is alive and well among analysts. I would suggest that one of the great advantages of this thread is the chance to learn substance in some depth about technologies and companies who are tech leaders. I would think that might be a better indicator than the ratio of "strong buys" by analysts. Having said all that, probably a strong buy ratio is a useful initial indicator of where DD might be fruitful. See it as a start for analysis, but at some point, plain ole judgement based on non quantifiable stuff has a role IMO. Best. Cha2