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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: contax who wrote (10274)11/13/1999 4:01:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Karim, I'm afraid you miss the point behind our strict selection process, and your comments about Qualcomm in 1997 confirm that contention. 1997 was far too early to own Q for Gorilla gamers. It wasn't until they were confirmed on 3/25/99 that they even appeared on our radar screen as having a chance to join the elite.

From what I've read about WIND, they have a very good chance of becoming a prosperous Chimp. This type of investment can make you a lot of money, as the fm points out, but it never comes close to approaching the low risk/reward ratio of a Gorilla investment. Why would you advocate we assume any risk when we have so many wonderful Gorillas to choose from?

uf
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