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: Mike Buckley who wrote (11567)	11/30/1999 8:33:00 PM
From: Tom Ardnij	Read Replies (2) \| Respond to of 54805

Hey Mike, I haven't heard from Lindy or Frank yet, but I will use QCOM and simian like JDSU as representative of young simians in the Telecosm world who are out performing silverbacks Intel and Microsoft. By the way, no where did I suggest that the silverbacks were not a secure place to be. Agreed that is of key importance, especially to the Gorilla Game. Neverless, I believe that both companies will continue to see an erosion of there rate of return especially when compared to young candidates. The basis of my position is that there is an erosion of mindshare and beneficial networking effects for them as the value added moves to networks. CSCO alone seems to be able to maintain it's rate of returns. I would suggest that is because it is a bandwidth company. You know, I could be wrong. Best Regards, Tom