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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (918)4/1/1999 3:47:00 AM
From: gdichaz  Read Replies (2) of 54805
 
To Mike and Uncle Frank: Thanks. Enjoy interchange here. Mike, you are my balance wheel. To me, your views are always most welcome. Maybe if we combined your care and detailed analysis and my "vision" (really jumping into deep water often) we would have a super system. :-) But we are who we are. :Uncle Frank, my long running disrespect for the old grey gorillas is not a matter of thinking they will do poorly - not at all. I was once, long ago, an economist. Most of that stuff was not very useful in the real world. But one concept is - opportunity cost. It is not that the grey gorillas are a bad place to put money, it is that the same money can be better used elsewhere IMO. Namely in the real comers - such as Qualcomm (a slam dunk) or Sun Micro - which is a family or gorillas within the one company IMO. This all is fun and just for Mike's sake I will try to do a bit of analysis in my next post. As usual my enthusiasm for the Q and the need for sooner vs later with it has caused me to hit fast for those who are unfamiliar with telecom equip as the wave of the future, and the Q as the clear, outstanding, once in a lifetime, gorilla for us now. Cheers. Chaz too. Needless to say all this is simply my view, and wise heads do due diligence. With your money, use care, no?
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