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: JRH who wrote (21613)	3/28/2000 2:42:00 PM
From: gdichaz	Respond to of 54805

Justin: Since my concentration is in wireless and fiberoptics, the answer to your question is simple IMO. Qualcomm. All depends on how much (what per cent of your portfolio you now have in the Q) - if less than one quarter, go for it. After the traditional caveats of DD, do your own analysis, and carefully consider your own circumstances, etc. etc. But Qualcomm is at the nexus of wireless and the internet - data. A sweet spot with a lock on CDMA. To tone down my enthusiasm a bit (that's hard for me), if you are looking for a gorilla to put a bit more into, the Q is worth considering. Especially if your time horizon runs through next year. Best. Cha2