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 (5822)	9/2/1999 1:37:00 AM
From: mariner	Read Replies (1) of 54805

Going to sea in bad weather is character building Frank. Not looking forward to explaining this to my Dad. Got him to take a position a few weeks ago (early Aug lows) however this sort of action is sure to bring on some character building commentary from him. I think this is an excellent buying op. We all know margins on handsets will decline, as they do for almost all electronic appliances, PCs etc. The component shortage may hurt in the short term, but just imagine the component manufacturers ramping up to meet this new source of business. Strikes me that unless Q's execution is seriously off (which I doubt, this isn't NN after all) that what we're seeing is a result of increased acceptance/adoption of CDMA. Anyone who understands the longterm story will view days like these as a chance to accumulate. For Lindy: I hope you reconsider your plan to try and time this hiccup. It's simply not worth it in the grand scheme of things.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next