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

To: Mike Buckley who wrote (10770)11/20/1999 3:20:00 PM
From: Jimmyjohn  Respond to of 54805
 
Mike: I have been a long time lurker on this thread and have profited immensely from the wisdom of so many that post here. Just wanted to say an enormous thanks to you and the others.
Your discussion with others on diversification reminded me of a passage from Kierkegaard's Fear and Trembling (1843) "If a person lacks this concentration, this focus....then he will never come to make the movement, he will act prudently in life like those capitalists who invest their capital in every kind of security so as to gain on the one what they lose on the other."



To: Mike Buckley who wrote (10770)11/20/1999 3:46:00 PM
From: uel_Dave  Read Replies (1) | Respond to of 54805
 
Mike has NY Stew or someone else done a future model based on GMST's earnings to predict future market cap or price in 5 to 10 years similar to what was presented on Q? Will GMST become a Gorilla to have a market cap of >$100 billion ? I am not a shareholder of GMST, however another shareholder wanted to get a feel of which category GMST would be in the future. e.g. MSFT, CSCO or QCOM?

Thanks,

David


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