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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (985)4/3/1999 5:33:00 PM
From: Grantcw  Read Replies (3) of 54805
 
Hello all,

I've been reading this thread over the past week or so and am fascinated by the excellent thoughts/due diligence on the emerging Gorilla Q, as well as others. I read the Gorilla book months ago and enjoyed it immensely.

I do have a couple of questions.

1. Is there any chance QCOM will stumble a bit in the near-term, providing a better buying opportunity than catching this screaming train?

2. Has anyone looked at UNPH as a potential gorilla? They seem to be the leader of a market within a tornado, but I don't believe they have a patented standard architecture as QCOM does. It makes for a King, IMO, until I found out more.

Thanks,

Grant
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