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 (15491)	1/18/2000 12:10:00 AM
From: Lynn Goodman	Read Replies (2) \| Respond to of 54805

Mike, again, I have to say, maybe luck that certain events happened at all, but beyond that, Thread awareness was not luck--people here excel at being on top of events in the relevant sectors. The debate and analysis that ensued was not luck either, nor the conclusions drawn therefrom (sorry-- legal talk, old lawyer habits die hard <g>). I will bow out now, quit while I am ahead, as they say. Regards to all and thanks for the time, Lynn

To: Mike Buckley who wrote (15491)	1/18/2000 12:55:00 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> As the person who brought the importance of Qualcomm's deal with Ericsson to this thread I will be eternally grateful for post #833, Merlin. >> We were lucky Sure were, but in all fairness, the Silverback strategy we developed would have worked pretty well, even without Q: Old Gorilla 12/31/98 12/31/99 % Return msft 69.34375 116.75 68.4% intc 59.28125 82.3125 38.9% csco 46.40625 107.125 130.8% A portfolio invested equally in the three Silverbacks at the end of 1998 would have returned 79.4% by the end of 1999. Not exactly the double we were looking for, but definitely not chopped liver <g>. uf