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


To: Uncle Frank who wrote (41291)4/1/2001 9:34:25 PM
From: EnricoPalazzo  Respond to of 54805
 
Interesting manifesto on BEAS in the Fool's thread.

SUNW, IBM, ORCL & MSFT are all toast, evidently:

boards.fool.com



To: Uncle Frank who wrote (41291)4/1/2001 9:46:47 PM
From: Judith Williams  Respond to of 54805
 
An April Fool's greeting (lifted from the Coming into Buy Range thread) on that "most foolish stock"--Qcom

boards.fool.com

Recap and analysis of recent events, contending that Qcom is now entering a second stage of competitive advantage.

Along the way, reprises Alan Cate's FT article on "European telecom sector and its government sherpas and carrier customers" in which Cate argues the telecom sector in Europe is losing its edge and will lead Europe into "protracted business winter."

Must say this is not the usual FT perspective.

--Judith



To: Uncle Frank who wrote (41291)4/1/2001 9:49:31 PM
From: Labrador  Read Replies (1) | Respond to of 54805
 
>>If you'd spend the time necessary to rtfm (The Gorilla Game by Dr. Geoffrey Moore), you would quickly find that our approach differs markedly from Momentum investing. <<

If he [Geoffrey] has not yet received an honorary doctorate degree, Frank, as the founder of this thread, should award him one.



To: Uncle Frank who wrote (41291)4/2/2001 9:34:40 PM
From: Sir Auric Goldfinger  Respond to of 54805
 
The Truth!: Subject 50824



To: Uncle Frank who wrote (41291)4/2/2001 9:35:31 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 54805
 
The Truth!: Subject 50824 Take your book and burn it Jr. It'll save what's left of your milk money.