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

To: DownSouth who wrote (14569)	1/8/2000 9:56:00 AM
From: Grantcw	Read Replies (5) \| Respond to of 54805

QCOM Holdings? I've been thinking about a couple of things recently, and I thought I'd throw them up here on the board. I've heard many times on this board that "It is never too late to buy a Gorilla." OTOH, when the thread was polled as to the portfolio allocations of its members (Post 11229), many Gorillas had very low portfolio weighting %'s, specifically INTC and MSFT, and even CSCO to some extent, when compared to QCOM. These three companies are definitely still considered Gorillas, but I don't think the thread agrees with its mantra that it is never too late to buy INTC, MSFT, & CSCO. My assumption as to why INTC, MSFT, & CSCO are so lightly held compared to QCOM is because these companies already have huge market capitalizations and don't have the future return prospects of QCOM. BUT, QCOM has recently made a run over the $100 Billion market capitalization number, edging closer and closer to being as large as the big three with every successive double. As this move was happening, I assumed that members of the thread would reduce their positions and allocate a larger portion of their $ into the better risk/reward plays, IMO, of GMST (virtual Gorilla as soon as the tornado proves itself without a doubt this coming year), or the young king JDSU. However, I don't think that this move ever occurred. My question to the thread is: At what point does QCOM lose its risk/reward valuation in the thread's eyes a la CSCO, INTC, and MSFT? Is it not a valuation issue at all? Thanks, cw

To: DownSouth who wrote (14569)	1/8/2000 9:58:00 AM
From: sand wedge	Read Replies (2) \| Respond to of 54805

Thanks DS, The one thread I didn't bookmark for her is the Curmudgeon thread. I figured she gets enough of that from me, "real time".