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

To: DownSouth who wrote (13510)12/29/1999 2:22:00 PM
From: Boplicity  Respond to of 54805
 
Ah I see, now that makes a lot sense. That's how I would play the game. I can't see owning INTC, while they are at the top of their game, they will not provide the kind of gains I feel I can get elsewhere.

Thanks,

Greg



To: DownSouth who wrote (13510)12/29/1999 2:34:00 PM
From: RocketMan  Read Replies (1) | Respond to of 54805
 
DownSouth, I would agree with you but only if you need the money to buy a younger gorilla. Since a gorilla by definition has achieved market dominance and will continue to grow until their BTEs and value chain are overcome by another innovation that has jumped the chasm, I would not want to sell a gorilla unless and until that happened. I would much rather hedge my gorilla investment through options, something I am doing a lot of reading about.


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