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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1781)5/7/1999 7:29:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Lindy,

No chip stocks, or companies selling equipment to chip makers. Stay out of anything cyclical.

You don't consider Qualcomm a chip stock?

I always stay out of cyclicals also, but there will be a day when the Q's business is more mature that it too will be a cyclical.

--Mike Buckley
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