Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (28525)	7/22/2000 11:59:21 AM
From: Bruce Brown	Read Replies (2) of 54805

[Bruce B.: You already own two of them -- SEBL and NTAP. BRCM and PMCS also come to mind.] Yes, Broadcom is one of my hopefully 'live money' favorites as well. In fact, it's in my ten stocks for a decade ideal portfolio as young, handsome King. However, Qualcomm is in the ten stocks for a decade as well in the position as a Gorilla to own. I've got a decade to wait it all out and see if Qualcomm equals 'dead money' or if it comes to full fruition. Based on my previous 15 - 20 years investing experience, I'm not convinced in my taxable account that trading in and out of chasing 'live' money is a strategy that will net me the best long term returns. BB

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