Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (35008)	11/18/2000 1:28:08 PM
From: techreports	Read Replies (2) of 54805

Thanks Mike. I wasn't sure if my post would be wrong for this board, considering it says in the FAQ that people shouldn't ask for investment advice. I, however, was just trying to get people's opinion on which stocks they consider gorillas and would dominate their market like a JDSU or QCOM. Ya i know JDSU isn't a gorilla, but it seems pretty certain they'll dominate optics for at lest the next 3 years. I guess i agree that Yahoo isn't a true gorilla. Although, if they report weak earnings for the 4th quarter and drop even more, it could be a great buy for the long term. I am actually worried about this new MSN browser. I'd expect Microsoft to switch everyone to this new browser (over 60% of the internet users...maybe even 75% would use it). The default page (which you can't change) is MSN.com Yahoo isn't as high on my list as the others. Although if Yahoo drops to around 40 or 30 i'd really consider buying some. Over the past year i've developed my own theories and risk tolerances. I've decided i want to own market dominate companies. Companies i won't be worried about if i invest and it drops 30% right after. It's also important for me to estimate how much bigger this company could get and that's why valuation is really important to me. I'm also working on just sitting back and watching my companies grow and don't worry about missing the next big stock. I'll wait to see if ELON, WIND, ARMHY, & others candidates become gorillas before i invest. Although i guess i'm breaking that rule by investing in GMST and RMBS, huh? P.S. Is anyone out there familiar with HGSI? They have over 7,700 patents pending with around 350 granted. These patents are just as critical as QCOM's CDMA patents. Since the early 90s HGSI has been patenting genes that create secreting proteins. These proteins are very important and Amgen's two biggest drugs have to do with secreting proteins. HGSI has over half of the major ones (they think 14,000 are important). HGSI expects 80% of the patents pending to be approved. Revenues and royalties generated from these patents could be huge and i don't see that much of a difference between HGSI and the IPR version of QCOM. Of course there is the risk that the government gets involved and takes away the patents or HGIS's patents don't cover any major block-buster drugs.

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