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: Dr. Id who wrote (6486)	9/17/1999 11:04:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Hey, JDB, I just read your profile. Are you Alex Delaware in disguise? :0) I watched from the sidelines. Jill Why are we not hearing an estimated date of announcement of the trial decision? That is the next big MSFT news date. I noted this morning that CSCO has out performed LU this year 2 to 1. Must make all the Cisco haters that used to post to the Cisco board feel frustrated! If you had made a "Mutual Fund" out of the "Three Gorillas" MSFT, CSCO, and INTC the first of the year, you be up a little over 41%. With the Dow up about 20%, and QQQ up 34%, that is not too shabby. There is one hell of a lot of mutual funds that would love to be up 41% for the year! That "Gorilla mutual fund" would be enormously safe, also. I have advocated to a friend of mine, Taxdancer, (who owns a Tax service that is licensed to, and sells a lot of, Mutual Funds,) that he start up a private investment service for some of this clients and put them in precisely that. He got into Q at about 160 last week, and is a happy camper. He should be lurking here by now.

To: Dr. Id who wrote (6486)	9/17/1999 11:09:00 AM
From: James Sinclair	Read Replies (1) \| Respond to of 54805

To shift the discussion from Q for a moment, any comments on Vitesse (VTSS). They make a gallium arsenide chip that is highly specialized and used in many telecom applications (I sure that a techie could give a MUCH better explanation of what they do...) Brief explanation from a techie. VTSS makes chips that make it possible to carry higher bandwidth signals over optical fiber lines. An indirect play on the growth of the Internet, since its going to take these higher bandwidth signals to support all the traffic we'll be generating over the next decade. Actually, if you're interested in taking a look in this area, you should probably also check out Applied Micro Circuits (AMCC). They make the same type chips, using a different fabrication technology. Do a comparison graph with VTSS and you'll see that the returns on AMCC have been much better over the past 12 months.