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: Uncle Frank who wrote (20477)3/17/2000 7:31:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Uncle Frank: Welcome to the "One King" in my game. As you know I have a vested interest in preserving JDSU's status as a king.

One comment on whether investing in kings makes any sense at all or it is better to concentrate on gorillas only.

In my search within wireless, the best company I could find was Qualcomm - a gorilla.

In my search within fiberoptics, the best company I could find was Uniphase which became JDS Uniphase - a king.

Since as you know I concentrate in these technologies, buying the best companies I could find in each seemed a good idea to me.

That one was a gorilla and the other a king was not as good as if both had been gorillas - but I couldn't then and can not now find a gorilla in fiberoptics.

So I bought a king.

Best.

Cha2

PS Your approach of using LEAPS almost 2 years out for JDSU seems very creative and appropriate - for the specific king JDSU - just IMO of course.
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