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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (4488)	8/1/1999 1:21:00 PM
From: Eric L	Read Replies (3) of 54805

Cha2 << doing DD on JDSU >> I'm pretty excited about JDSU. I've been lurking on the JDSU thread since it started and on the old Uniphase thread before that. I have great respect for the acumen of Bulldozer & Trader Dave (Gorilla Hunters from way back) who I first met on the SDTI thread before GM published Gorilla Game. Wish they had some play time to poke in over here. << do you prefer to wait until the company has crossed the chasm or at least entered the bowling alley >> I am pretty conservative (for someone who is 80% in tech stocks) because I have a minimum 4.5 years to early retirement (because of a lot of tax deferred investments). In general I wait for the general industry to be in the bowling alley. I almost never invest (anymore) in a company that has not achieved at least several profitable quarters. There are some exceptions (link below for example). I do reserve about 10 % of the portfolio to "play" or trade outside Blue Chips or Gorillas & Kings. One example is GSM & CDMA in North America. PCS (Digital Mobile Wireless Voice and Data) is damn near into the Tornado and it takes so much time and money to build out a digital network that profitability is seldom achieved in early years. Here's an example of this (I'm invested in 3 of the 4 on this chart and only one is profitable): 127.0.0.1:3456/SI/~wsapi/investor/chart?s=vstr+ompt+pcs+qcom&pts=30&span=Weeks I am one of the (few) Qualcomm thread posters that is somewhat contrarian since I am at this stage rather wireless technology agnostic. CDMA is not the dominant wireless technology today, nor am I convinced it will be tomorrow. I am however convinced it will be the dominant air interface technology and that it is a very well managed company and that is why I consider Qualcomm along with CSCO to be my two core holdings. - Eric -

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