SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (2579)6/11/1999 11:49:00 AM
From: gdichaz  Read Replies (1) of 54805
 
To LindyBill: Welcome. This is my approach too - concentrate on telecom with special emphasis on wireless and fiber. Hence the Q, UNPH, and LOR. The three primary explosive growth areas IMO. Note: LOR is a special buying opportunity now IMO.

Have used Gilder's letter as a major source of info, analysis and thought. And the writing ain't dull.

Only caution is that IMO is well ahead of the curve on investing. You may have a wait for his ideas to be accepted in the investing community especially. He is also much better at predicting major trends than as a guru on individual companies for investment.

You need to make up your own mind on his "ascendent technologies" and leaders therein.

But as a G&W guy, you think for yourself anyway so that's easy.

In sum, strongly recommend as a resource to use with others such as this thread and SI company threads such as the Q on wireless.

Chaz too
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News