SI
SI
discoversearch

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: hueyone who wrote (26562)6/20/2000 2:35:00 PM
From: gdichaz  Respond to of 54805
 
hueyone: One reason that it makes sense to me to approach looking for leading companies by learning about the technology first, is that digging into fiberoptics led me to JDSU and also to SDLI.

In the same way the removable storage area for handhelds led me to SNDK and then SSTI. In the latter case though, I first became interested in exploring further when Ausdauer first posted here many moons ago.

So yes in answer to your question, in both cases I do have a basket of two.

Wish I could find a company in wireless which could be the second company to Qualcomm, but have not found that yet, so in wireless I am still casting a wide net.

Cha2

Best.

Cha2