<<I'm open to suggestions.>>
Ok, since you asked... :0)
While I understand your answer to kay about weighting, I think her initial comments (against proportional weighting) made sense--because it will make comparisons simpler.
So--how about combining the two approaches by adopting a simplified proportional weighting? I mean, we really have several tiers of stocks: Q, the certified young gorilla, alone at the top; G, the nearly-certified young gorilla (with godzilla and king elements as well) in the earliest stages of its tornado, coming in second; the mature gorilla trio (MSFT, INTC, CSCO) and our favorite royal family (JDSU, EMC, NTAP) next; and so forth. I suggest the following:
QCOM=40
GMST=10
MSFT, INTC, CSCO, JDSU, EMC, NTAP @5=30
others you/we decide, weighted equally, totalling 20
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total=100
tekboy/Ares@justathought.com
PS To your list of bizarro (and unprofitable!) G&K traits--i.e. Buckley's humor, your charm, Cha2's focus--I would add "tekboy's research abilities"... <GGGGGG>
PPS The discussion of CREE in G&K terms is interesting and important. DS, UW and I have been discussing this independently as well. Buckley's distinction between the potential gorilla game of crystal production and the potential royalty game of led manufacturing makes sense (like that should surprise us?). Another issue that merits attention is the size of the market for various CREE products. Just how far CREE's led's can go in replacing lightbulbs, for example, is a big question: all lightbulbs everywhere? only some, of some kinds? Don't know this area well yet, but that's a big difference... Also, the whole blue laser issue should be taken off the table entirely: it may happen eventually (yeshesaidyesyes), but it's still notional at this point. |
