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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (7284)10/1/1999 11:58:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I'm not sure how representative QCOM is of the higher primates, but its chart is certainly distinctive, with official chasm-crossing (the Ericsson deal) representing a clean break and a dramatic difference in returns.

We may be seeing the same type of break today with Gemstar, now at a new all time high (rtq +3 3/4 in a down market). Stew and Merlin have dubbed it a Gorilla, and I think they got it right.

uf
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