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

To: Percival 917 who wrote (5528)8/27/1999 8:28:00 AM
From: chaz  Read Replies (2) | Respond to of 54805
 
Joel: I'm looking into the relationship among those five. As I said, by staying focused elsewhere in our two big lists, I haven't even looked at four of them. That's also why I made my remarks to DS last night about sticking with high tech rather than looking to markets outside of where we are. For me, that's the equivalent of getting sucked off base.



To: Percival 917 who wrote (5528)8/27/1999 10:49:00 AM
From: Eric Jacobson  Read Replies (1) | Respond to of 54805
 
Joel - HLIT buys equipment from JDSU. I don't know about SDLI.

I've held HLIT since $19. Because of its relatively small size and reliance on a few customers (T represented 40% of sales last quarter), it's a fairly risky and volatile choice for most who subscribe to GG investing.


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