SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (7964)10/10/1999 12:18:00 AM
From: tekboy  Read Replies (1) of 54805
 
Frank, what's happening? Have you gotten bored with the Q just as it's taking off for its fall run? <VBG> First you diversify into GMST, then talk about going back into CSCO, then talk about wanting to go further in GMST. Don't all these moves involve sales of Papa Jacobs' baby? How could you?!

By the way, to keep my own thinking straight I jotted down the following taxonomy yesterday, which I believe is the current thread consensus on primates discussed around here. Corrections and/or additions encouraged....

Mature Silverbacks

MSFT
INTC
CSCO

Young Gorillas

QCOM
GMST

Gorilla Candidates

CTXS
SEBL
RMBS

tekboy@decisions,decisions.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext