Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Don't Drink the Kool-Aid Kids -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (83)	3/8/2001 2:17:06 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 1063

>> G&K Accounting lessons Part 3. .....see BRCM tactics. In all fairness, brcm isn't one of the G&K stocks. It was considered for the 2001 G&K Index because it was held by 10% of the respondents to the year end portfolio survey, but wasn't included since we didn't see any significant barriers to entry, and were unable to perceive a sustainable competitive advantage period. The stocks in the GKI have provided enough painful examples in the last month. You don't need to add brcm's agony to make your point. siliconinvestor.com uf