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: stainburnt who wrote (20204)	3/14/2000 11:57:00 PM
From: DownSouth	Respond to of 54805

Stain, congratulations on your decision to participate and take action. You probably won't get any advice here, but I'll be you will get some opinions. I suggest you map out some investment tactics and strategies that you are considering and ask for opinions. ELON looks like an interesting play here, btw. What are the characteristics of stock that you wish to add to the excitement of ELON?

To: stainburnt who wrote (20204)	3/15/2000 12:56:00 AM
From: mtnlady	Read Replies (2) \| Respond to of 54805

I would highly recommend Siebel as one of the stocks to look at. Gorilla in CRM tornado yet at the same time on the launching pad for the e-commerce b2b tornado. And their PE ratio is still believable. Plus they makes tons of money. My other 'top' picks are: NTAP (gorilla NAS), JDSU (king fiber optic components). More risk by being further to the left of the bell tornado curve... CREE, ELON (WIND is worth looking into as well). Lots of other great stocks: QCOM (gorilla), NT (prince and soon to be king fiber optics), GBLX (strong prince), ITWO (gorilla). I hold others but just for 'play' (i.e. trading). Good luck!

To: stainburnt who wrote (20204)	3/15/2000 1:45:00 AM
From: Uncle Frank	Respond to of 54805

Welcome, stainburnt, and thanks for the roses. I'm always flattered when a new SIer's first post is to the G&K thread. And if we have in any way influenced you to consider investing in equities as a part of your plan to accumulate wealth, I'm very proud. You didn't give us much to go on in your profile (like nada), so it's impossible to give a well reasoned response to your question about portfolio mix. In general, Gorillas are the safest investment in high tech, and even Silverbacks strolling down Main Street can provide superior and reliable returns for years and years. If you're in the envious position of having a long investment window, you should probably be more adventurous and include some W*Ws in your portfolio. My current favorites are, Silverback Cisco Gorillas Qualcomm and Siebel Gorillalet Gemstar Untyped Elon I'm sure you'll get good advice from the gang. Once again, welcome. uf