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

To: Uncle Frank who wrote (6256)	9/13/1999 12:07:00 PM
From: wlheatmoon	Read Replies (2) \| Respond to of 54805

UF, i always like your rational thinking.... i think the problem with today's market is that it is momentum driven. there are oversold conditions and overbought situations....rarely is there a nice balance in either direction,,,,at least not until the stock reaches maturity....even then,,as you've suggested about csco,,,they can get hammered in the market melt-down. but qcom is melting,,,most likely due to fear and the fact that it has had a tremendous run-up without a real consolidationg period. the weak hands are being shaken out and the strong hands will hold....as we know cdma is THE technology....however, the market will have to tell us what the fair value is,,,,and thus,,,we have a market. the problems have been too many people have invested too much into this stock...i.e.,,,lindy....to have 100% in it is ridiculous. the stock can't go up if every qcom lover have 100% in it,,,who is left to buy???....we need these shakeouts to move higher...to free up cash...THE SAME SELLERS WILL RUSH BACK WITH JUST AS MUCH ENTHUSIASM AS THE DREAD THEY'VE HAD IN SELLING IT. don't you just love the market psychology? -g- volatile stocks like qcom will move up or down 20 points in the blink of an eye because it attracts momentum players. gorilla investors should not participate in that game,,,unless they are traders..... regards, mike

To: Uncle Frank who wrote (6256)	9/13/1999 12:54:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

As Gorilla gamers, we should measure Q on the velocity of its Tornado (cdma adoption rate), the strength of its ipr, and its quarterly reports. Momentum isn't a metric in gg evaluations. Prosperous investing, Frank WOW. Like True Confessions reading my favorite thread this AM. FWIW........ 1. I am 50% Q, and wish I had funds to buy more right now, given my 3-5 yr perspective. I don't find today's downturn or this month's fluctuations particularly disturbing.......I am confident in Q's future; and I am not susceptible to margin influences, options issues (since my better half won't let me consider it). 2. As I posted last week or so, revisited the CDG web site (www.cdg.org) confirming CDMA growth worldwide continues unabated. 3. My other 50% is spread chiefly amongst INTC, LU, RMBS, EMC; each of these is a gorilla, gorilla candidate or a king. I believe the GG principle, which is the highest long-term gains with lowest risks. 4. AS for Q, I believe we are only 10-25% of the way in to the tornado; GG principles would dictate that we buy more here. Am re-reading the GG now, and I am reminded that "the market always undervalues the Gorilla, especially when in the tornado". 5. I agree with the comment earlier today that dominant 1-stock portfolios require extra stamina in the face of weekly fluctuations. 6. I admire King Arthur and others with heavy Q bias for holding in the face of market whims. (I was going to say "market adversity", but from what I see, we don't even have that, just unverified rumor and Q silence). Best to all of my threadmates, Apollo