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: chaz who wrote (4314)	7/27/1999 8:25:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> We may see some good days, but overall, until mid-Autumn, I'm thinking there are going to be some real bargains heading into winter. I very much agree, Chaz; the seasonality of the computer business pretty much guarantees it. But I'm in a quandary, since Q may not adhere to that seasonality. One good news day could push qcom to the 175 range, and two could see it getting dangerously close to 200. A split is certainly in the near future as well. I don't see any reasonable way to hedge the Q, but would appreciate suggestions. Re ntap, a great company, but I never have been able to differentiate it from emc so I could assign it a separate sector, and to make things worse, Big Blue seems to be getting more aggressive in this space. Ntap could be vulnerable as the big boys bash it out. btw, I see in the next post that you rate emc as a Gorilla. I don't think we ever reached consensus on that. I'd be interested in your reasoning. Frank

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next