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

To: hokieharry who wrote (44332)	7/12/2001 1:33:03 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 54805

What do you think? When the book first came out, I had some email converstaions with Geoff and he said he wasn't even following Qualcomm. He later agreed that they are a Gorilla. Which just goes to show they are way easier to spot in hindsight. And by the way, these conversations occurred before the 99 run. The agreement from Geoff about Q being a Gorilla, came after. Caxton

To: hokieharry who wrote (44332)	7/12/2001 3:45:07 PM
From: saukriver	Read Replies (3) \| Respond to of 54805

Quit whacking Caxton for TRM. We are treating him like he is touting a pump and dump stock on the pink sheets. He was an active poster on the traditional gglist in 1999 and, with the help others, convinced Geoffrey Moore that Moore was dead wrong in his initial position that QCOM was not a gorilla. Caxton is quite a valuable resource on QCOM. His posts are normally not as detailed as Eric L's. We are lucky he joined us. Let's know treat him like he is touting a pump and dump stock. He will save us all quite a bit of time with his pithy summaries of what is up with the Q. Caxton only known defect might be that he is a Giants fan. That is inexplicable/unexcusable. ;0) saukriver