You suggest that sentiment about GMST has changed because its stock price has fared poorly. And yet, QCOM hasn't done so hot either. INTC and MSFT have tanked. But I don't see people questioning their Gorilla status
Really? I think we have seen more QCOM questions since the stock has lagged and certainly the INTC debate seemed to heat up as the stock melted. However, I was talking more about the iffy companies, the ones that have not demonstrated gorilla power for years. Take that example I used about the two drawings. Consider QCOM as the first drawing. It is assessed, it is determined to be a gorilla, its stock price rockets higher, money is made, people are happy. Next up GMST. It looks like a gorilla too, a bit earlier perhaps, but that's good - we get to make more on the inevitable way up. Perhaps those who missed on QCOM can catch this train, after all, the formula works. Yes, this too looks like a gorilla. Alls we need is a seminal event, like the Ericsson capitulation, if they can just beat that damn TV Guide, that will be the signal, lets rock and roll.
You don't think there was at least a little of that going on? Seeing in the second picture a resemblence of what was seen in the first? Or perhaps not, I may just be spewing a lot of hot air.
StockHawk |