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 (52217)	7/19/2002 4:16:03 PM
From: ggamer	Read Replies (2) of 54805

<<<How have the Gorillas held up relative to your expectations? Have you bought any stocks lately? Do you think gorilla gaming is intact?>>> No, I really don't see how they have done better than other stocks during this stock terrorism. If you look at charts, all stocks were in a bubble and they all have come down to earth including our beloved gorillas. I have not bought any shares in the past 7-8 months. I sold my QCOM shares some at 80, most at 50, and the rest at 30. The last batch I sold, I took half and bought LEAPS that have gone down 80% in value since then. I am in the process of buying a house in the Bay Area which according to many is in a housing bubble at this point. As you can see, I enjoy going through bubbles. I am not sure if gorilla gaming is intact. Although I really like QCOM and it is the only LEAPS that I own, I am coming to the conclusion that the only three gorillas are CSCO and MSFT (INTC is a cyclical king). QCOM might become a gorilla someday but so far I am not impressed with the move to 3G. Many companies and operators are holding back on moving to 3G and I feel they are winning the game by doing so. GGamer

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