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

To: DownSouth who wrote (12293)12/7/1999 4:39:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 54805
 
first requires one to carefully define the sector
Ah, you have discovered the Achilles heel of my technique. I can't seem to get myself to perform sufficient analysis on companies I don't own in order to buy them. So if I sniff out a hot area I jump into something, start following it and see where it leads. (That technique led me to JDSU from an initial purchase of LVLT before I even discovered this thread)

BRCD was one of the beachead purchases but I have not yet learned enough about the sector(s). I've been distracted by JDSU and QCOM lately. It does seem to me that whoever gets control of an interface will have no problem adding disk drives and cabinets to it. The sector(s) do have potential.
TP



To: DownSouth who wrote (12293)12/7/1999 5:32:00 PM
From: Eric Jacobson  Respond to of 54805
 
DownSouth, thank you for the article on NTAP. I have been seriously considering selling half of my EMC to buy NTAP. While I think both will be solid performers over the next several years, this is a case where diversifying will reduce the risk of trying to pick the eventual winner when it is unclear which will prevail.


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