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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: wlheatmoon who wrote (6255)9/13/1999 11:57:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>> maybe QCOM ain't the gorilla everything think it is

Maybe, mike. But short term price movement doesn't confirm or deny Gorillahood. If so, you could have pronounced Cisco a Chimp last October when it lost 40% of its market cap. In that case, as in this, the Fear portion of the equation won out, but only briefly.

As Gorilla gamers, we should measure Q on the velocity of its Tornado (cdma adoption rate), the strength of its ipr, and its quarterly reports. Momentum isn't a metric in gg evaluations.

Prosperous investing,
Frank
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