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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (32369)9/27/2000 10:11:25 PM
From: gdichaz  Read Replies (3) of 54805
 
tekboy: Beautiful.

But now to the meat.

Since you are the thread "bad boy" by choice, I am writing you as the bad boy (hard to believe at my age but so be it) by default - i.e. silence - despite (or perhaps because of my suggesting Qualcomm).

On timing and the One Gorilla / One King game which has at least to the best of my memory, which I admit is faulty due to advanced age, has never once had any reply or comment here.

The one Gorilla is Qualcomm. The one King is JDSU with the prince being SDLI, and now we can think of JDSU/SDLI.

Both IMO are the best gorilla and king I know - but then I start with technology and wireless and fiberoptics are the best places to be I know of.

Re timing: Basically buy and hold. If those young whippersnappers such as yourself persist in such stuff, a comment.

Having followed these for several years, I would suggest that the Q is by far the safest re: downside risk, and the outstanding choice re: upside potential.

JDSU/SDLI it a great second choice. Its a king even with SDLI as an add on, and it has no ownership of anything like CDMA. But it is in the right place with the right stuff at the right time. If a choice is to be made now, SDLI is IMO the way to buy in.

Done.

Best to you, and your Techbaby could do worse IMO than to have you as a Dad - a throw away line I suppose - like those notes at the end you seem to find such pleasure in.

Best as always.

Cha2
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