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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (26363)6/15/2000 12:45:00 PM
From: StockHawk  Read Replies (3) of 54805
 
re: QCOM >>Brokerage Chase H&Q early Thursday said it set a $50-per-share price target<<

Well, that's a bit of a difference from the $250 target heard elsewhere. I recall a post here a while back in which someone commented that QCOM and JDSU had the same market cap. Right now, QCOM has just about half the market cap of JDSU.

Recently, when Citrix stumbled some assessed its non-gorilla aspects and decided it was wise to sell. Is the situation with QCOM similar? Or, might this be one of those gut-wrenching times cited in the manual, where the authors advocate doubling up? From TRFM:

pg. 183: "it is important to note that even the most successful gorillas will eventually underperform investor expectations and take a hit in their stock prices. As the stock market catches on to the gorilla advantage, investors continue to incorporate higher expectations into the stock price, until any error in execution causes a shortfall. This is to be expected. These moments of shortfall, however, far from being times to sell gorilla stock, can be good times to buy more of it - if you believe the dynamics of the gorilla's advantage have not materially changed..."

pg. 204: the example is Oracle reporting a loss in 1990 - "The principles of the gorilla game suggest that internal problems will work themselves out, and that far from selling on a gorilla stumble, you should buy. Bravely, you step up to the bar and double your stake in Oracle (at roughly half the previous quarter's price)."

Anyone stepping up?

StockHawk
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