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

To: DlphcOracl who wrote (28525)	7/22/2000 8:20:38 AM
From: interesting man	Read Replies (2) \| Respond to of 54805

<<Could you pick one or two stocks for al of us that are 'live'money for as far as the eye can see>> > Bruce B.: You already own two of them -- SEBL and NTAP. > BRCM and PMCS also come to mind. Lets see: QCOM at $63 is trading at 46 X next year est. earnings. SEBL at $158 is trading at 138 X next year est. earings NTAP at $109 is tarding at 215 X next years est. earnings BRCM at $229 is trading at 203 X next year est. earnings PMCS at $207 is tarding at 154 X next year est. earnings I dont know about you, but my money is on QCOM to outperform not only these 5 which are great company's but alot of others. Just my opinion of course. Good Luck!

To: DlphcOracl who wrote (28525)	7/22/2000 11:59:21 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

[Bruce B.: You already own two of them -- SEBL and NTAP. BRCM and PMCS also come to mind.] Yes, Broadcom is one of my hopefully 'live money' favorites as well. In fact, it's in my ten stocks for a decade ideal portfolio as young, handsome King. However, Qualcomm is in the ten stocks for a decade as well in the position as a Gorilla to own. I've got a decade to wait it all out and see if Qualcomm equals 'dead money' or if it comes to full fruition. Based on my previous 15 - 20 years investing experience, I'm not convinced in my taxable account that trading in and out of chasing 'live' money is a strategy that will net me the best long term returns. BB

To: DlphcOracl who wrote (28525)	7/23/2000 12:26:06 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

<<Could you pick one or two stocks for all of us that are 'live'money for as far as the eye can see>> Well, Bruce threw down the gauntlet, and DlphcOracl gallantly picked it up. And in the spirit of a little fun, I took the next logical step. I set up a portfolio so we can track the results. Will Sebl, Ntap, Brcm and Pmcs outperform Qcom thereby validating the prediction of DlphcOracl or will the mighty Q rise from its ashes and prove victorious. The attached portfolio today has a value of exactly ZERO. It was formed by taking a hypothetical investment of $25,000 each in Sebl, Ntap, Brcm and Pmcs and then balancing them with an offsetting $100,000 short position in Qcom. Therefore if Sebl, Ntap, Brcm and Pmcs outperform the portfolio will sport a positive value, while if Qcom performs best the port will turn negative. The portfolio has been named "DlphcOracl's Challenge" and it can be found here: siliconinvestor.com Side bets anyone? StockHawk