Thanx for the kind comments Voop, and to others on the thread in recent days.
Agree with Uncle Frank; you and others, including lurkers, should be active and welcome participants on the G & K thread; reading and knowing the field manual, as you probably have already done, is key.
I am not an expert(in G & K, or in investing), but I do feel alot more knowledgeable now than 6 months ago.
The manual, especially in conjunction with the iterative process here on G & K, has made a massive difference both in what I invest and in how much.
The Rambus situation leaves me flabbergasted. Imagine what would have happened if Intel had launched a working capable Camino chipset as expected. All the press would be positive, as I read in PC magazine last night, their would be an increasing buzz about "rambus" and the share price would be rising accordingly. Investing prudently at chasm crossing and pre-gorilla would seem to be brilliant. Many of us are now doing the same with Gemstar; same basic theoretical risks, which I note haven't gotten as much play here as with Rambus.
Comments by tekboy, UF and by bruce brown on issues related to "how much to invest" investment strategies vs determining "in what to invest" GG principles are very true. As for me, I have been evolving into mostly gorillas (75%), with some kings and pre-gorilla risk. Portfolio now looks like ~ 59% Q, 16% INTC, 13% Lucent, 5% EMC, 6% Gemstar & Rambus combined, 1% other. The pre-gorilla risk has been downsized from ~ 17% before to 6% now. Reapportioning pre-gorillas to a smaller component makes more sense to me now. (this month, but hey, I'm in constant evolution, or a state of entropy, or something). <VBG>
Best to the thread,
stan |
