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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (13468)12/29/1999 10:40:00 AM
From: RocketMan  Read Replies (1) of 54805
 
I don't know what is better. To find out about a gorilla before the general public, or to be loaded up as the rest of the public starts doing the calculations and realizes this is a gorilla. I think with this morning's PW 1000 call on Q, a lot of people are going to be doing calculations. The knee-jerk reaction from CNBC this morning was to attack the analyst for wanting to make a name for himself on a slow news day. Now they are beginning to understand what it means to have 85% of the phones using CDMA within ten years, to have $20B in royalty streams, etc etc. Tornado warnings are going out...
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