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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (26868)6/27/2000 6:59:00 AM
From: 100cfm  Read Replies (1) of 54805
 
Reading those posts I now know why MB got the name Merlin.

This holds true now more then ever.

Long-term Investing Strategy
History shows that if you believe in the Q's potential as an enabler, ignore the wild fluctuations in the stock price that are sure to follow as has happened over the years with Cisco, Intel and Softie. Ignore the market's temporary reactions that drive the price of the stock up and down. Again, if you believe in the power of this enabling technology and everything that goes with it as outlined in the Gorilla Game, focus on product adoption, the value chain and the high cost of switching -- not the price of the stock or temporary fluctuations in the grow rate of the EPS.


He also stated that he didn't believe Q could become a Gorilla if it continued to sell handsets. You think Dr J was reading the thread back that early?

100
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