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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (1535)4/27/1999 11:14:00 AM
From: gdichaz  Read Replies (1) of 54805
 
To Jill N. Addendum

Since you are interested in UNPH, when I decided to move my major emphasis to telecom equip suppliers some years ago now, I quickly discovered that there were two very large companies that provide just about every possible type of telecom equip for any use - NT and LU. I bought them. Then as I learned more, I decided that the best areas for explosive future growth were wireless and fiber. That led me to Qualcomm and Uniphase. Tellabs was another I picked up along the way too. Therefore my telecom Gorilla Game I started last May 22, 1998 on Mike Buckley's AOL Fool's Library Gorilla board consisted on the Q, NT, LU and TLAB - with the Q weighted as half - equal to all the others. That is history. I did not include UNPH in the list at that time because I was concentrating on keeping the list short.

(I also flashed my opinion to Mike on the AOL Gorilla board a month or more ago, that I thought that the Q had crossed the chasm when the Ericsson/Qualcomm treaty was signed - and he immediately moved to this thread with the news - citing "Chaz" meaning GDICHAZ as someone who could follow up with explantion. This has led to major confusion since there was already a Chaz here who was guiltless in all that but who has been tied up in the misunderstanding ever since.)

As you can see from my One Gorilla, One King and One Significant Other Gorilla Game here (which made your friend Teflon angry BTW) I thought that a three stock game would be fun and wanted a wireless stock, a fiberoptics stock and an internet basket of stocks - hence QCOM, UNPH and SFE.

For whatever use to you this might be. Chaz too
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