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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (4104)7/20/1999 5:27:00 PM
From: Sunny  Read Replies (1) of 54805
 
Mike,

OT, I have just started watching and reading this board. I am a long term holder of Qcom (April 97) and lurker on that board. I have appreciated your straight forward posts here and recently discovered more of the same on the MF gorilla thread.

As a matter of curiosity, why did that board end so abruptly in April?

I originally bought the Q because I thought the technology was superior after buying one of their phones. My approach to technology stocks has not been as well thought out as the gorilla and kings approach and the results have not been as strong. However, I have tried to pick companies who have key technologies such as INTC, EMC, and CYMI. I had a hard time with the High PE's of MSFT and CSCO.

I run a little oil field rental tool company so my exposure to high tech is some what limited. Looking forward to reading on.

Sunny
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