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: Tom Ardnij who wrote (11377)11/29/1999 5:48:00 AM
From: Apollo  Read Replies (3) of 54805
 
One observation that I would make is that those companies like CSCO, JDSU and QCOM that are making the enabling technologies for telecommunications, are substantially outperforming the older gorillas from the microcomputer era. I have been trimming my positions in the microcomputer gorillas,(MSFT, INTC} in favor of infrastructure companies more closely associated with networking and bandwidth.

Good post Tom. I think you are right to trim PC-centric stuff in favor of telecommunications/internet. Given the results of the survey, I would say the Thread agrees with you based on the Widely Held. I wish my wife would let me trim Lu and Intc. <g>

Stan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News