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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (28543)7/22/2000 8:55:05 PM
From: DlphcOracl  Read Replies (1) of 54805
 
Uncle Frank: I would hardly classify myself as a trader.
I do, however, differentiate between a disruptive technology and a "disruptive investment". Rather than wait for QCOM to achieve Tornado levels, I would prefer to put that money in stocks whose products already have wide acceptance, with ever-growing profits and market share.

Rather than treating the Gorilla Game as an interesting intellectual exercise, I try to use it to guide me toward the best investments in the here and now. At present, QCOM simply doesn't fit the bill, although that may well change at a moment's notice. If and when it does, whatever the seminal event, you can be certain I will once again hop aboard the QCOM gravy train.
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