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: Jim Mullens who wrote (53759)	3/23/2003 1:05:05 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

Thanks for spelling out your thoughts so clearly, as is your general practice. I came to the same conclusion sometime back after engaging him for awhile and trying to pin him down on some fundamental specifics related to Qualcomm. I found that he comes up very short on detail and therefore found it a waste of my time to continue further discussion with him. I suspect your perception is a result of your "hear no evil, see no evil" undying support for QCOM Jim. A lot of people on the Q buy range thread have acknowledged JS's contributions---including some strong bulls like Qveuriche and Maurice. John has a talent for quickly digesting and understanding the implications of financial reports that exceeds that of the averge poster (imho), and many serious investors find his numbers useful to compare their own numbers and assumptions against. Too bad he is off on the wrong foot over here. JMO, Huey

To: Jim Mullens who wrote (53759)	3/24/2003 2:03:31 PM
From: Stock Farmer	Respond to of 54805

Typical ad-hominem attack. And from an individual whose posting history boils down to "Give me a Q. Give me a U. Give me an A L C..." No surprise you chose to focus on QCOM back in '99 as the contribution of this thread to your investing prowess. But you seem to be a quart low on memory. Back in '99, contributors to this thread identified QCOM just about at the same time they picked out ATHM. And LU. And GMST and a dozen or so others of similar ilk. Spin the roulette wheel often enough and the ball will drop on your number. Forget about the other times it didn't and you too can leave the table with that winning feeling all the time. Some are even lucky enough to have the ball fall in the first few throws. Chock it all up to the "system" you employ and you'll be back at the table for another go. Such is the behavior that makes Casino owners in Vegas quite wealthy: fixate on winners and forget the losers and keep coming back to the table for more. The word "hopeful" occurs amongst the punters just as it does in your post! As to our debates on other threads? The words "waste of time" are pretty funny coming from the guy whose valuation approach in 2003 consists of extrapolating 35% CAGR on pro-forma revenue through the next five years and throwing a PEG of 1.8 at the result!!! And then who exclaims hope that "we have also educated ourselves on how to better recognize, prepare for, and avoid the disastrous financial impacts of the next bubble. " Funny... if it wasn't so sad. Indeed, over on other threads you have a track record of systematically (a) arguing against the folks who avoided the disastrous financial effects of the last bubble, (b) ignoring opinions other than those which already correspond with your own deeply held beliefs, (c) sucking up to others who voice your same opinion and (d) for those who do not, resorting to slander, name calling and other questionable behavior. Maybe you could grow up and we could return to whatever it is that is on topic for this thread. Who knows, we might even get what you hope for. John