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: James C. Mc Gowan who wrote (13425)	12/28/1999 7:32:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

James: Chuckle. The idea that Uncle Frank put me up to making my ARMHY comments is imaginative, but as you could see from a post I made on the e commerce thread some time ago, ARMHY is a special favorite of mine for extremely rapid growth in sales and earnings. And even Uncle Frank should like the idea that ARMHY is fabless. My point about Intel was not comparing potential growth in any way but simply to the ubiquitiousness of ARMHY which I was comparing to the "intel inside" position Intel has had in the desktop PC era. Your case is very persuasive re ARMHY's potential. I happen to have put money with it (this summer and very pleased with the result). It is now my largest holding after my One Gorilla (QCOM), One King (JDSU) and One Godzilla (SFE) [with SFE's child ICGE grown larger than SFE itself). It has even passed my SUNW. But under the definitions used here, I think it is not a gorilla (don't see where the "lock" is), and not yet a king - although I expect it will be one next year. In conclusion I agree with the substance of your statement: "We can call it a King, maybe a future Gorilla, or nothing at all; the bottom line is that this company will continue to amaze and provide profit to those who pay attention." Count me in on its potential. Best. Cha2

To: James C. Mc Gowan who wrote (13425)	12/28/1999 9:27:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> We can call it a King, maybe a future Gorilla, or nothing at all; the bottom line is that this company will continue to amaze and provide profit to those who pay attention. I'm beginning to suspect that you are an armhy specialist rather than a Gorilla gamer, James. If you study our approach, you'll come to realize that Kings don't grow into Gorillas, and that there is a big distinction between a hot company and one that meets g&k criteria. If armhy isn't simian, I will be content to be "amazed" from afar. I think you may need to re-rtfm, James. uf