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


To: Uncle Frank who wrote (3830)7/16/1999 12:32:00 AM
From: Apollo  Read Replies (3) | Respond to of 54805
 
Uncle Frank, Mike, and Thread:

Welcome to the thread, Mike. I hope you'll find our investing style (gaming strategy) to be profitable. To review our group analysis of Qualcomm, start at post #833 from Mr. Michael Buckley, who I'm nominating for G&K Man of the Year. Our panel discussion leading to the consensus decision that Q is a baby Gorilla is spread out over a 3 or 4 week period.

Frank


Because I have such great respect for the intellect and the rational debates back and forth on this thread, I spent last Weekend retracing every single post from beginning March to mid-May. I had been lurking and had seen these posts originally, but chose to spend VERY valuable time relearning the thought and philosophies imparted here by the mavens. I thought it was extremely worthwhile to see how this thread's Qualcomm interest evolved into worship. It is because of this thread that I invested in, and have made my largest holding, the Q. My second largest holding is Rambus, which I continue to maintain will be a baby gorilla by next year. Today, Rambus broke out on 4X average daily volume to a new high......115 1/4; +17 11/16.

Respectfully, and thankfully,

stan