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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (48219)10/23/2001 11:52:48 AM
From: Eric L  Read Replies (2) of 54805
 
Paul,

re: ARMHY (ARM Holdings) - ARMv6

<< It is my hope that this board will return to it's roots soon. My way of helping it along will be to attempt to start discussion on Gorilla and King candidates. >>

My hope as well.

That is indeed what this board is supposed to be about.

This thread is about Gorilla & King Portfolio candidates and that is what we should be discussing.

I am hopeful that we will get back to it.

I am not about to declare the tech bear over, or project a new tech bull.

I am however a tech investor and tech (market leaders - gorillas & kings) have treated me very well.

While it is appropriate to consider relative valuation, portfolio balance, entrance and exit strategies here, that is not the primary business of this thread and this is not. and should not be, a forum to discuss value investing, a.

I have participated less on this thread in the last 6 months than I have in recent years because we are, IMO, deviating significantly from the established focus of this thread.

Arm Holdings is one of many companies that we should be revisiting.

It is one company that I have been intending to look a little deeper into.

The ARM 7 is industry standard for the current generation of wireless mobile devices and the ARMv6 is likely to become industry standard for the new generation of devices.

Article on the ARMv6 here:

Message 16201338

Best,

- Eric -
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