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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (9483)11/3/1999 11:19:00 PM
From: James C. Mc Gowan  Read Replies (1) of 54805
 
Unqle Franq: Congratulations, both for your investment success and your new vocation. Thanks to you and the generosity of the thread, my investment success has accelerated over the past 6 months since I discovered G+K,beyond my most optimistic expectations.

With the link you posted for Watch and Wait today, I was finally able to look at the list. I would like to bring your attention to the top listing, first alphabetically and first in returns, ARMHY.
Up 533%!

With your encouragement, and with great trepidation, I proposed this company as my first W+W prospect. I hope that some others have researched this British chip design/IPR powerhouse.

On a day when Dr. Jacobs outlined the Q's future as, post infrastructure, post handset manufacture, an IPR giant, I would again encourage others to take a look at ARM Ltd. ARM is partners with QCOM, INTC, TXN and all the major Euro/Japan/Asian chip manufacturers.

Excellent management, great partnerships and the objective, as stated by CEO Robin Saxby, to "have ARM chips in everything".

Good luck to you in your new career. You deserve your success.

Regards,
James
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