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 : Bowling Alleys and Tornadoes: G&K Hunting Grounds

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Buckley who wrote (94)8/15/1999 7:21:00 PM
From: gdichaz  Read Replies (1) of 153
 
Mike: Very helpful. Just for fun, GE is probably a gorilla or at least a king in financing. Most people have no idea that the largest and most profitable business GE is in grew out of its financing its sales of appliances years ago and that just grew and grew until GE Capital even finances CDMA infrastructure in Mexico and Brazil for example.

But on your main point. Much appreciate the clarification.

And agree that one of the "problems" with these very large diversified companies is that it takes one h--l of a lot to move them much in stock price. Some mediums size ones like Microsoft and Cisco seem to be able grow as if they were just starting out but their focus and gorilla status certainly help achieve that. (Hey, wait one, Sun is much smaller than them - but oh well - the others are not).

And a new gorilla like the Q has plenty of room to grow earnings rapidly, so in a world we like to think has some degree of rationality - at least in the long run - the stock price should rise similarly and therefore an investment in the Q looks like the first choice.

Thanks again.

Chaz a.k.a. Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext