Bruce: From your link:
<<Moore suggests that Qualcomm (QCOM, news, msgs), with its CDMA cell-phone technology, and fiber-optic components company JDS Uniphase (JDSU, news, msgs) are possible young gorillas in the making, joining such established gorillas as Microsoft (MSFT, news, msgs), Intel (INTC, news, msgs), Cisco Systems (CSCO, news, msgs), Oracle (ORCL, news, msgs) and SAP (SAP, news, msgs).>>
In light of Paul's post of Moore's current thinking that "established" gorillas are sufficient diversification for most portfolios, would seem that some discussion of just what those companies are would be appropriate here.
Regardless of Moore's views, the discussions on this thread seemed to lead to the following as I recall:
MSFT yes all the way - a consensus silverback
CSCO - a silverback
INTC - split between gorilla and king with very strong views in favor of each, but majority claim its a gorilla (and if a gorilla, then a silverback)
These 3 are the silverback list per consensus here (if Intel is included)
For a variety of reasons, neither Oracle nor SAP have been popular here as investments, and even if Moore calls them gorillas, there seems to be little support for giving them that status on this thread. Or perhaps even if in that status technically, not candidates for current investment.
After considerable discussion here, Qualcomm was accorded full gorilla status (as a CDMA gorilla), while JDSU was a consensus king not a gorilla.
This summmary is an attempt to stimulate discussion of which companies are "established" gorillas.
Comments?
Best.
Cha2
PS Then there is the subsidiary question, would 3 silverbacks plus Qualcomm (perhaps) provide sufficient diversification and opportunity for the majority of portfolios - whether the entire portfolio or more realistically the tech portion, or even more realistically the G&K portion? |
