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

To: Uncle Frank who wrote (6429)	9/15/1999 11:04:00 PM
From: Mike Buckley	Respond to of 54805

Invest 100% in 1 stock ... absurd. Jean, I'm also going to respond to that but it doesn't have anything to do with the fact that you, in particular, wrote it. To say that putting all your eggs in one basket is absurd reflects a value judgement. If Lindy's success (so far) with his portfolio has been absurd, then my portfolio's performance has been abominable by virtue of the fact that his has outperformed mine by a huge magnitude. In that context, I can easily live with labelling Lindy's strategy as extreme (far different from the average or the mean)... but not absurd. --Mike Buckley

To: Uncle Frank who wrote (6429)	9/15/1999 11:15:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 54805

Sorry, Thats ruffian, previously know as michael piturro.eom <g>

To: Uncle Frank who wrote (6429)	9/15/1999 11:46:00 PM
From: Lem45216	Respond to of 54805

To: Uncle Frank who wrote (6429)	9/15/1999 11:49:00 PM
From: Lem45216	Read Replies (1) \| Respond to of 54805

Uncle Frank, I have lurked here since March, and I wish to thank you, Bill, Mike, Greg and the rest for opening my eyes to QCOM and GG investing. I'm also 100% in QCOM, except for my 401K, where QCOM is not an option. If one assumes that the 50% earnings growth for 5 years is probable, then a very conservative estimate of $4 EPS in 2000 and a 30 PE would yield a share price of $911 in 2005. 2000 4 $120.00 2001 $6.00 $180.00 2002 $9.00 $270.00 2003 $13.50 $405.00 2004 $20.25 $607.50 2005 $30.38 $911.25 5 times the current price. I just can't find anything that I believe has as high a probability of returning a 5 bagger in 5 years as QCOM. Since my QCOM is in a taxable account, I plan to hold it for many years. Larry

To: Uncle Frank who wrote (6429)	9/16/1999 12:26:00 AM
From: DaYooper	Read Replies (1) \| Respond to of 54805

Wow, Uncle, your conviction on the Q is comforting as I rebalanced my portfolio today bringing Q to 30%. Q now shares equal billing with my beloved RNWK (wish the cost basis was equal<g>) Fully developed gorillas occupy the rest of the space. QCOM's decision to divest the phone division clinched it for me. This company is clearly heading for enabling dominance. And idler's report on the conference was just further reinforcement. Interesting to hear of your comfort level, knowledge, etc. on the company. I know that very, exact feeling, but on a different company . Volatility of the internutz, yeahhhhh, well I think I've become numb to volatility having watched my portfolio double, then back right to where it started, back to up 75 %, then back to where it started, and now back up again. And all that since Jan 4th. But as I said before, volatility is the price of admission to big growth. If you have done your DD and really believe, you know the comeback is inevitable. Any significance to the Feb 2000 reference? Grateful, Rory