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: Jill who wrote (5069)	8/22/1999 7:20:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Jill, I'm not sure about the exact question you're asking ... I'm just wondering, is there any particular reason we are only comparing Q potential growth with Cisco rather than an average of gorillas? Is that just the particular random example, or is there a more specific reason? If you're asking why we're comparing Cisco and Qualcomm, one reason is because we've got a definitive start of Cisco's tornado. That's documented reasonably well in the manual and is corroborated by Cha2's memory of his earliest days of investing in the networkers. The really neat aspect about investing in Qualcomm is that we've got some data that helps us define the start of the tornado more easily than in most cases (my opinion). We've got the CDMA subscriber growth and the date the Ericsson deal was announced. Even though I'm applying the rather nebulous criteria the manual offers, it's somewhat of an arbitrary decision on my part to label the start of Qualcomm's tornado as April 1, 1998. For a review of that reasoning click on: Message 9128540 Another reason to compare Qualcomm with Cisco is because Cisco's product lines seem more comparable than others we might make. SAP and Oracle are definitely out of the question. Microsoft is in so many businesses that right now it might not be a valid comparison. On the other hand, as the Q's businesses develop it might end up looking more like Microsoft than all the others. (Wouldn't that thrill a lot of people around here?!) It could probably be argued that Intel is more comparable to Qualcomm than Cisco and that might be why George Gilder refers to Qualcomm as the Intel of wireless. Personally, I see a lot of dynamics with any of the gorillas that are in some way reasonably comparable to Qualcomm. Perhaps the reason I chose to compare the stock's growth with Cisco's growth is because I was lazy and found it so easy to do. Back to your original question about why we don't compare Qualcomm's stock to an average of gorillas. That's because of the laziness thing. It takes a lot more work determining the start dates of the various tornados and tracking the stocks. Perhaps you'd be interested in doing that? :) --Mike Buckley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next