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


To: Uncle Frank who wrote (50642)3/7/2002 9:17:50 AM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
UF and all--

Interesting post on another thread of a Business Week Online interview with Matthew O. Fitzmaurice, chief investment officer at Amerindo.

Couple of provocative comments: QCOM no longer fits in next-generation technology, which is Amerindo's focus. But Siebel (and Loudcloud, Sycamore, and eBay) do.

siliconinvestor

Judith