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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: Ender who wrote (817)11/22/1999 5:20:00 PM
From: gdichaz  Read Replies (1) | Respond to of 1817
 
Ender: This is a uniquely personal decision for you. No one here can walk in your shoes and know what you know about what is best for you.

However, there are differences in potential which we can comment on and you make your own decision.

Having followed wireless for a long time I see Qualcomm as well positioned for new growth based on data. This is just beginning.

Mike can, and I presume will, comment on GMST which I do not follow and do not (yet) own.

The Q is a full gorilla with all that entails.

GMST either is or isn't (yet) based on an ongoing discussion on the other thread. Suggest you check out the G&K thread re this.

AOL is probably a decent investment, but has fewer strengths.

Suggest you draw your own conclusions after some DD.

Good luck.

Cha2




To: Ender who wrote (817)11/23/1999 6:51:00 AM
From: bobkansas  Respond to of 1817
 
IMHO, if you have to sell, sell the one with the highest market cap. This is because the smaller caps have more room to grow. This so called advice is worth what you paid for it. Bob



To: Ender who wrote (817)11/23/1999 7:54:00 AM
From: Teflon  Read Replies (1) | Respond to of 1817
 
In my opinion, Ender, I would sell the AOL. Just my opinion, mind you, and others my view this differently.

Teflon