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: Apollo who wrote (7081)	9/26/1999 5:34:00 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Well, I suppose the short answer is that I've decided that I don't want to play royalty games, mostly because it's too much work, and also because I don't feel particularly lucky about calling the turns for issues to be held lightly. That gets me off of a lot of hooks...LU, EMC, NT, JDSU, AMAT... all that bunch. Not all will agree with me on this to be sure because there's a ton of money to be made among them. Gorillas will take less of a toll on me. Pick 'em and forget 'em. Why RMBS/GMST and why not MSFT/CSCO? By the FM, average growth rates since IPO for MSFT/CSCO are 43%/76%, but I suspect they will be higher in the next 3-5 for the younger primates, and that attracts me, for at least a portion of my ransom.