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: Uncle Frank who wrote (4651)	8/5/1999 1:34:00 PM
From: Sunny	Read Replies (1) of 54805

As for my Georgia roots, I have been gone since 1976. I have been in Texas for 20 years and have no desire to go back to Georgia. I own a few other stocks that disqualify me as a GG purist, although I am not dead set on not converting. On EMC & NTAP what has attracted me to NTAP is the 75% growth rate. My question is this the beginning of the hyper growth stage for them that catapults them into a very strong position? With the follow up being, will the growth in the stock outpace that of Gorillas on Main street? I understand the consolidation issue but, I am having a tough time consolidating to one like LindyBill. I am trying to decide whether to buy a basket of stocks to just ride the established gorillas. I would be willing to bet that his stomach rolled when Qcom dropped 15% in a heart beat. Ultimately QCOM may emerge as the gorilla (Q is ~40% of my portfolio). But GSM has not gone away. Thanks for sharing your thoughts. Sunny

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next