SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.19-0.6%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bananawind who wrote (10220)4/23/1998 4:35:00 PM
From: gdichaz  Read Replies (1) of 152472
 
Hey. Like your new sign off. As some of you are aware there is a new book out called the Gorilla Game. Cisco is a prime example, hence the name I suppose. One of the ideas there is that a reasonable strategy in tech investing is to pick more than one stock in an emerging rapid growth industry or technology and then concentrate on those doing the best as time goes on. This is something I have found rewarding since bought Cisco and several other networkers long ago. As Cisco emerged from the pack it made sense to shift to it. On CDMA, the Q is the sin qua non. But holding LU and Nortel as CDMA and multiple other tech plays is not too bad an idea IMO. Tellabs is not CDMA as such but hard to beat its track record, cutting edge technology and excellent management (Sadly TLAB is with Ericy overseas). But at least it is wireless related :-) G* is a good way to go skyward with CDMA and just have to buy LOR for multiple reasons. The prob I have is can't seem to cut back and concentrate on any fewer of these yet. They all are just doing too well. But do think that when I do the most likely candidates as future "gorillas" are the Q and Loral. All just my musings and ideas only. Throwing out for comment. Chaz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News