Gorilla and King Portfolio Candidates Message Board

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Grantcw who wrote (14571)	1/8/2000 11:39:00 AM
From: gdichaz	of 54805

Chilly Willy: You ask a tough one - at what point does the Q deserve to be treated as a mature gorilla? Since I have followed the Q for years, let me give it a try. The key is that "The next Qualcomm is Qualcomm" is not an empty slogan but a perceptive summary of the Q's past and potential. The next Qualcomm is data - or more broadly - the wireless / internet (intranet) nexus. As Dr J has said, he sees the future as exciting. One of the fascinating aspects of the Q is that the deeper you dig into its opportunities and how the Q's management is approaching them, the more "exciting" in Dr J's phrase the future seems to be. Is this a slam dunk, of course not. Are the odds good, seems so. So in my case the only question I have today is whether having only about half my portfolio in the Q is enough. Admire those who are more heavily in the Q because I expect they will therefore do better relatively, but I hedge by a very strong position in JDSU which I consider second only to the Q in potential. And since I think wireless and fiberoptics are where to be, I like being strongly in the best company I have been able to find in both. Hope this helps. Best. Cha2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next