Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (3808)	7/15/1999 3:17:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 54805

Hi Lindy, I am a bit of a fan for Q, but I think that what you did by selling cisco and others and investing almost al in Q is a big risk.... It's an AEIOB approach, and will either make you very rich, or hurt you very badly. JMHO of course. I admire your guts, but that is much too risky for me. Take care Good luck Jean

To: LindyBill who wrote (3808)	7/15/1999 4:01:00 PM
From: mauser96	Read Replies (2) \| Respond to of 54805

The latest print version of PC Magazine is out. They had been trying to do a first test of several vendors database products using a standard computer and benchmarking the databases. MSFT agreed, but Oracle refused to let their Oracle8i be benchmarked against Microsoft SQL Server 7.0, or any other competitor. (Apparently database software license prohibits publishing benchmark data without written permission.) The magazine tested anyhow but couldn't publish their benchmark test results.The magazine commented that the only comparison benchmark tests Oracle has allowed for Oracle8 or Oracle8i are confined to handpicked studies using computers with a minimum of 12 CPU, with a total hardware and software cost of $1.6 million to 10 times as much. The only 2 products ready for test in this SQL Database Server test were MSFT and ORXCL, but IBM, Informix,and Sybase will have similar products available soon. I'm beginning to think that ORCL is is to a large extent smoke and mirrors for anybody but the very largest companies that don't care much about cost. I've been investigating ORCL as a possible buy, but this is the final straw. No thanks for me. I don't believe this article is available on-line. Interested parties may have to buy the 8/99 issue.

To: LindyBill who wrote (3808)	7/15/1999 4:03:00 PM
From: DlphcOracl	Read Replies (3) \| Respond to of 54805

Re: Loading up on "Q" I'm afraid I agree with Jean M. Gauthier on this move. While I am definitely in the camp of having a very concentrated, tech-sector oriented portfolio, overweighted to the best stocks (QCOM, JDSU, etc.), putting 100% of one's assets in one stock just doesn't make sense. ANY unforeseen hiccup, e.g. earnings shortfall or failure to meet "whisper" numbers for a quarter, accounting irregularities, analyst downgrades, a new alternative technology, etc., and you've just lost 30-40% of your net worth. Sorry, but the risk-reward ratio is too high. I do hope that I am wrong and that this continues to work for you.