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: Eric L who wrote (8679)	10/24/1999 10:02:00 AM
From: bobkansas	Respond to of 54805

Just ordered 99' edition. Thanks for your post! I like your picks of the top 5 stocks for the next decade. As a reader of this thread, I (and I am sure others) would like to see what others list. Of course some you would list: Q,Q,Q,Q,and Q.! Best regards, Bob Martin

To: Eric L who wrote (8679)	10/24/1999 12:47:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

>>"Four months to go now before the millennium. Have you thought about the three or four stocks that you'd like to hold for its first decade?" Now if I were answering that I would respond with: CSCO, QCOM, JDSU, MSFT, INTC<< Eric, I think that is an excellent selection (although I might commit some heresy and replace MSFT with GMST or SNDK). A few points, though, should be mentioned about the article "Give Us Your Top 5 Stocks For The Next Decade" moneycentral.msn.com 1. Because of the way percentages work, it it a lot easier for a $2 stock to rise 1000% than for a $200 stock. Most of the companies with the largest percentage gains over the decade were either very small or private, or both when the decade began. 2. Obviously, before a stock can rise 20,000% it must first rise 10,000%, 5000%, 1000%. As readers of this thread know one of the biggest mistakes one can make with a gorilla is thinking: rats - I missed the boat, the stock has run up already. Speaking of Dell the article said: "The stock was up only 150% from inception to its fifth birthday, but had advanced 1,000% by the time it was 7 years old in 1995. The truly exponential growth was just ahead: By its 10th birthday as a public company in 1998, the stock was up 28,460%" 3. Even the greatest stocks sometimes suffer terrible setbacks. From the article: Dell: "It's fallen 50% twice en route to its historic gains, and sank 40% as recently as the Feb. 1 to June 1 period this year." AOL: "In several individual years, it fell 30% to 50%, just as it did this year." Cicso: "Cisco has also suffered 30% to 50% declines at various periods." StockHawk

To: Eric L who wrote (8679)	10/24/1999 8:30:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Hi Eric, I like the Q also, but I really do think the gambling mentality is alive and well here. Is there anybody that can say, that the Q is not much more speculative, mo-mo investment than the 3 real gorillas in the world, MSFT, INTC and CSCO ? The rah-rah-rah on this stock is just too much, can someone enlighten me. They are the CDMA IPR company, fine. 1- But the wireless gorilla, no 2- the CDMA gorilla, yes but other "licensees" will be able to produce CDMA semiconductors, under license. The Q seems vulnerable here. 3- GSM & TDMA still exist people, and it's GSM that's more prevalent. From what I understand, CDMA is the best technical standard, but a lot of companies will do ANYTHING to not have to pay the Q ANYTHING in royalties. Can anybody see this, that Q is an enormously speculative mo-mo investment, that could nEVER become a "wireless" gorilla, but a strong niche player. pls enlighten me people, I am getting a bit tired of rah-rah on the Q , it seems people have lost their idea of risk and objectivity ? Thanks, take care & JMHO Jean