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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: tekboy who wrote (1069)12/20/1999 6:08:00 PM
From: gdichaz  Read Replies (1) of 1817
 
tekboy: Hey, just goes to show how bad my memory has become. Seemed to me that the "snowball" label was the sort of thing you would come up with. Anyway, I am grateful to whoever did.

On your Phone.com question, the real answer is simply I don't know.

But I had a teacher once who used to say when someone told him that, OK what do you think.

So here is what I think.

Context:

Qualcomm is far and away the company I see as doing the best from right now on - the next Qualcomm is Qualcomm.

JDSU is one in which I have great confidence will do very very well over the next few years.

That takes care of my One Gorilla and my One King.

In addition, I see excellent prospects for my One Godzilla SFE and also for its child ICGE.

Then we enter less clear territory.

And remember I concentrate in wireless and fiber - with Godzilla nurturers as a new area of investment.

Also I have found "baskets" have worked extremely well for me for smaller rapidly growing companies, so I am pleased that Geo Moore has now reiterated his view that baskets make sense - even for Godzillas.

This is a long intro to Phone.com, but here we go.

For me Phone.com makes sense as part of a basket looking toward handheld devices - making them more and more powerful
But again only when taken together with ARMHY and Psion (PSIOF) which cover the inner core of the chips and a mini operating system respectively..
Phone.com is for the applications part of the basket.

So yes, I own all three and would probably buy more - except they have all three gone up so much I have very strong positions in them already.

Do I expect all three to do equally well. I doubt that, and will probably concentrate on the two that do best over the next couple of years or so and then on the one which is doing best of all.

Of the three, ARMHY looks the strongest right now so I would give it preference.

Hope this helps.

Cha2
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