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

To: Bruce Brown who wrote (28535)	7/22/2000 4:41:35 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

it's in my ten stocks for a decade ideal portfolio Bruce, are you now issuing special BB holders, like Lehman, Merrill, and the others? LOL! tekboy/Ares@whatareyourfees?.com

To: Bruce Brown who wrote (28535)	7/22/2000 4:46:32 PM
From: DlphcOracl	Read Replies (4) \| Respond to of 54805

Bruce Brown: There is a middle ground between day-trading & swing-trading and holding QCOM ( or any stock for a decade) waiting for manna to fall from heaven. Despite the fact that QCOM is 70% off its high earlier this year, its market cap is substantial and is based on its being a growth stock--in Q's case, that CDMA will be rapidly deployed in new markets and will be used as the standard as existing systems and products are updated. At present, that is not happening. QCOM's plight is identical to Rambus -- until there is clear-cut evidence that CDMA is rapidly gaining market share outside the US, it will be range-bound between 55-80 (IMO), Rather than wait for this apocalyptic event, I would prefer to park my money in stocks that are dominating their space, with quarter after quarter of rapid growth, in sectors that are rapidly expanding. Some of these stocks can be held for 1-2 years, others will be held for 6-12 months. Nevertheless, they will ALL outperform QCOM in its present state. Remember, the point of the Gorilla Game is invest in stocks that will be highly profitable without excess risk. I think QCOM, at present, is riskier than any of the stocks I have listed.