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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (6484)9/17/1999 10:50:00 AM
From: Dr. Id  Read Replies (2) of 54805
 
To shift the discussion from Q for a moment, any comments on Vitesse (VTSS). They make a gallium arsenide chip that is highly specialized and used in many telecom applications (I sure that a techie could give a MUCH better explanation of what they do...).

Anyway, I'm guessing they fit more in the King category than Gorilla, but it is a stock that has been flying lately (and I'm up 270% in the past 12 months...better than my Q appreciation!); they seem to have excellent management and have just announced a stock split. Any comments?

Thanks,

Jeff

p.s. I was the curmudgeon who brought up the worries of "Groupthink" in regard to Q last month...I think that those worries have been largely dispelled after the events of the past week and the reasoned and "non-groupthink" reactions of this thread. As others have said, I learn more from this thread than from any other investment vehicle that I use. Thanks again, Frank, for setting the tone!
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