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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (13492)12/29/1999 12:40:00 PM
From: DownSouth  Read Replies (2) of 54805
 
With the unbelievable run of Q in the last few months, weeks, days, hours (pick one or all), we do need to reflect a bit and remind ourselves of our own fundamental strategies. There is real danger of a sudden vacuum being created by momos taking their profits and giving us some pain.

For me, QCOM has lots of value to realize yet. The PW analysis was a good one and sees a price of $1000 by 2001. I am talking to myself here, but I must remind me that I bought this stock to realize its full value as a Gorilla whose valuation is consistently unrecognized by the market. That still holds, so I will hold, even in a severe downdraft.
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