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

To: Uncle Frank who wrote (48620)	11/6/2001 10:28:59 PM
From: Judith Williams	Read Replies (4) \| Respond to of 54805

A perplexed Qcom investor. It’s been axiomatic on the thread that gorillas are rare. And only a rare breed of executives can keep gorillas in bananas. IJ & Co. enjoyed membership in this elite, but some of their yellow fruit turned squishy during this afternoon’s cc. In the past, Qcom has been valued not only for its technology, but for IJ’s leadership. It’s not just that the revenue growth wasn’t there or that the projections for next quarter don’t look so hot. The new accounting regs came out in July and Tony Thornley said they would have no material impact on earnings during the last cc (in the Q&A, if memory serves). Clearly they did at some point become material, yet nothing was said. Same thing for Pegaso. The day after BEA closed its books, Alfred had a cc to warn—even before they had a chance to analyze the data. And then there is that memorable cc when Tom Siebel took up the issue of visibility. There’s plenty of visibility, says he; just not the kind you want to see. Candor like this may not be good news, but it is welcome news. The really bad news from Q was not the missing 2 cents or the dismal guidance. It was the sneaking suspicion that IJ & Co. are less than candid and certainly less than adept in managing expectations (or investments, for that matter). Sell when fundamentals change. Well a management group one no longer trusts quite so much is one hell of a change. Judith

To: Uncle Frank who wrote (48620)	11/7/2001 3:10:03 AM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

Though Christmas is celebrated as a secular holiday in Japan, there are Xmas trees every where and gift giving is extremely popular. Western influence. I read this at your link: "Less than 2% of the Japanese are Christians, and Christmas is not a national holiday, but it is celebrated by an increasing number of Japanese." Of course, the information concerning Christmas in Japan came from this wonderful data: In December 1999, we sent questionnaires to 1044 people who were registered in the category of Japan of our pen pal service and who indicated that they are willing to participate in surveys. We received 208 valid responses from Japanese people who live in Japan. However the participants are mainly female (75%), single (89%) and between 10 and 30 years young (82%). In addition, we must consider the fact that all participants are registered in an international pen pal service, which may mean that they are overall more internationally oriented than the average Japanese. According to our survey, Christmas is something special for over 60% of the survey participants. The percentage is higher for women (67%) than for men (40%), and it is highest for female teenagers (86%). On Christmas, 34% of the survey participants have a special family dinner, 18% have a dinner with friends and 15% have a special dinner with their boyfriend or girlfriend. The survey results also show the typical Japanese Christmas menu: A large majority of 73% enjoys a Christmas cake and 34% prepare chicken. Only about 4% follow the American tradition of eating turkey. So they are basing it on a survey that was sent to 1044 people of which 208 responded? Mainly teenage, female pen pals? Sounds like our portfolio survey. I didn't mean to get off track, but when is the traditional time for gifts to Japanese children? Is it Doll Day in March or Children's Day (Boys day) in May? Or do the kids use the money given to them for Japanese New Year to purchase gadgets with names like Nintendo, Sony and perhaps someday Microsoft? I'm curious. BB