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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Apollo who wrote (694)2/3/2004 5:48:56 PM
From: tinkershaw  Read Replies (2) of 2955
 
Hold Royalty lightly and when the tornado looks like it will peter out, sell. I think there is a lot of great growth left in this market, as there is in the DRAM market, problem is that it will be less than tornadic from here on in (maybe 20, 30, 40% per year). I think that is the GG sell sign.

Any other opinions regarding this particular rule of thumb?

Tinker
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