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

To: gdichaz who wrote (45987)	8/30/2001 10:43:07 AM
From: chaz	Respond to of 54805

Cha2: Skill in learning what is predictive of future success is what we should be looking for. Suggest that has little to do with looking in the rear view mirror but through the windshield. No one here has said it better! Chaz

To: gdichaz who wrote (45987)	8/30/2001 12:34:01 PM
From: hueyone	Read Replies (2) \| Respond to of 54805

Qualcomm is a case in point. Qualcomm is a great case in point for demonstrating the horrible results that can happen to one's investment portfolio if one simply ignore the current financial condition of a company while relying on a grand vision of the technological future. The people who looked through the windshield at QCOM quality and potential while ignoring QCOM's financial condition have been hammered. Mike Buckley once suggested that he thought those people that paid $200 per share might be happy within three years. Well, we have gone about 20 months since the big Q hype and QCOM still needs to appreciate about 200% to get back the January, 2000 high. We have 16 months to go, but the evidence that buying on quality alone is a bad idea grows every day. Best, Huey@theentireG@Kindexisacaseinpoint.com Huey