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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (5927)9/3/1999 4:43:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> Just a look today in a major market move up gives a clue. HLIT and PHCM have jumped over 10 so far just today. And others such as JDSU and ICGE are up over 5 today up to now. And this is on top of major moves for these stocks up in the last days and weeks. This is tough competition for the Q in attracting investment $$'s to the stock - as a stock - regardless of the fundamentals - particularly for those who have no clue re the GG.

Based on a one week window, qcom is a pretty bad company to invest in. Gorilla Games require a longer window, since they are measured by quarterly earnings reports.

My compliments on your excellent recent results in HLIT, PHCM, JDSU and ICGE today. Q sucked, but I'm still confident of 300 by the end of the year; after all, Rosa promised <g>.

Franq
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