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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Grantcw who wrote (986)4/3/1999 5:48:00 PM
From: gdichaz  Read Replies (1) of 54805
 
To Grant: Focus right on IMO. Questions important. But again just opinion on my part - but based on a bit of experience.

Re the Q and price track.

If any of us could answer that, we would be superpersons. No one knows. The Q has risen fast but IMO much due to huge new recognition by those who were snowed by old thinking (helped by Ericsson press release hand outs - and maybe a lunch or two)

But anyway you cut it, the Q is a gorilla, so sooner beats later.

Re UNPH and its "gorilla-ness"

So far a king.

Maybe an emerging gorilla, but problem is that it fits the King profile better than the gorilla profile up to now.

Huge opportunity tho.

And I for one, love Kings.

NT and LU have been good investments and will continue so in the indefinite future IMO.

Cheers.

Chaz too.

PS And think Sun Micro is the best single investment I have for long run. Gorilla or King or whatever, it is so broad and has so much going for it, it is awesome. Microsoft is soft bait in comparison. :-)
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