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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (44982)	7/27/2001 11:30:50 PM
From: stockman_scott	Respond to of 54805

<<so I switched channels and immediately watched Cal Ripken blast the first pitch out of the park>> Mike: Good move...=) Best Regards, Scott

To: Mike Buckley who wrote (44982)	7/28/2001 8:14:31 AM
From: 100cfm	Read Replies (1) \| Respond to of 54805

First I appologize to those posts that I've not responded to. I came back from a long weekend at the beach last week and got hit with two seperate deaths, of which one was a very dear friend. I have just now read the responses but have niether the time nor the strength to respond to all of them, I'm taking the family to the beach within the hour to recoup and hope for a better reception this time when I get back on monday. So I will respond in general, below. Mike a report that the tech sector lost 300,000 jobs so far this year, 10% of them yesterday. That is why I think it's a mistake to try and look into the future right now with any investment decisions. Who knows what the final tally will be by the end of the year. Who knows what the damge will ultimately be from this. We need to deal with the here and now of what our companies performances are and keep a strict vigil out for any negative changes. The valuations for any company, Gorillas included will be unmercifully cut if any signs of weakness start to show whether they be real or percieved. So better to err on the conservative side then the optimistic side for the present time. I'll wait for SEBL to come to my target and if it doesn't, I'll be just as glad to pay a higher price once management has been proven to be too conservative. As far as the bubble discussion is concerned as I have said I think this will be a debate that will go on for a longtime as to whose fault it was or if it really was a true bubble. The definition of a bubble to me is when the price(s) for any Item(s)gets to an extremely high level then collapses and NEVER returns to that level. Examples that come to mind are of course Tulips, then the Japanese stock market of the late 80s when it hit 48000 and never has come close to coming back to that and most likely never will since it just hit a 23 year low this week and very strong reforms have not even begun yet. The Dot.Bombs were a bubble, they will never return, but does anyone here really think that the NAZ will never see 5000 again or that real tech comapnies will never revisit their past highs, especially the ones followed here. Back in 89 when real estate prices collapsed it sure looked like house prices were at bubble levels just prior. But guess what, prices are now higher, in fact they are much higher. So was real estate in a true bubble? If you bought in sept of 89 and then tried to sell in Jan of 90, it would be hard to convince you that it wasn't a bubble. But it really wasn't, it was just very overvalued. Which is what I think the market was and still could be depending on which way the economy goes from here. I'm late and sorry for the rant. 100 PS: Re Q 1. I have now placed Mark Roberts the biggest suppoter of Q and CDMA in the Idiot classification and is as credible as Wally P was. How he could ask the dumbest question of all, " are ASPs for CSMs higher or lower then MSMs is beyond me. For someone who is viewed as the true voice of CDMA he has really done investors a disservice. Last year he made a call regarding ETSI that never materialized, this year He made a call that he had confirmations on that an EU carrier will announce a switch over to our side. Both have never happened and now this question, If he is an expert on Q and CDMA, that question should have never came out of his mouth. Anyone else concerned that no TDMA carriers that haven't already decided to go CDMA are not trialing CDMA. And that Brew revenues will not be significant in 02. I was thinking that with the 1x rollouts Brew would be playing a major role in the money naking dept. BYE