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: Rick who wrote (37208)	12/30/2000 3:06:15 PM
From: 100cfm	Respond to of 54805

So I don't know that much about the company, expect some of my relatives are beside themselves when discussing Comverse. When you have a 400+ % return in a bear market you tend to be that way. Yes I would imagine you would be, thats the feeling we should have, instead of the felings I have now.<gg>

To: Rick who wrote (37208)	12/30/2000 4:14:04 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Happy New Year 100, The real question for me is "will the gorilla game, as I play it, be a winning game in the long run?" I guess we are all asking ourselves that. I happen to think the answer is yes. What made the Gorilla's and Kings of the 90's will make the Gorilla's and Kings of the first decade of the "New Millennium", IMO. The "Gorilla Game" is unique in that applies only to tech stocks. Nothing forces us to be all Tech. I'm all tech because I don't know Retail or Utilities from Fly Tying Or Tye Dyeing. I was born in a Blue Suit with a propeller on my head. Lets face it. The Nasdaq has always been more volatile than the other two major indexes. Conventional investment wisdom is to only have a certain percentage of your portfolio in Tech (and that percentage based on risk tolerance and other personal financial requirements. For me, right now, I'll stay all Tech. When I retire, I'll play things a bit different, probably. The "Gorilla Game" can most certainly be played with whatever portion of ones portfolio is equities and tech equities at that. The 90's was the "Microcosm". Gilder got that one right. The best performing stocks of the decade were "Microcosm" stocks. I own several. This is the "Telecosm". Gilder got that one right too. The best performing stocks of this decade will be "Telecosm" stocks. I own several. Phillip Morris won't be in the top ten. << After reading that article and Eric L's posts I have been thinking maybe Geoff was right when he didn't crown Q a Gorilla. >> Whoa! <g> I think Q is a gorilla. Geoff now think's Q is a gorilla. Gorillas lead tough lives. Everybody wants to Shoot the Gorilla. Geoff teaches market leaders, or wannabe market leaders, who wannabe gorillas how to (attempt to) deal with gorillas if they can't be gorillas. Q is under fire. Q is trying to maintain architectural control of a proprietary open architecture in an industry that (like others, but more than most others), detests proprietary architecture, open or closed and proprietary standards, de facto or de jure. Worst case Q is a market leader of CDMA (which will or should be the dominant air interface of mobile wireless telephony by 2007, give or take a year) and even though they don't have architectural control of UTRA, they do of 1xRTT (MC) which is on of the 3 components of harmonized 3G3 CDMA, and 1xEV which MAY be a Killer Technology. Q's life has NEVER been easy. This has been a tough year, with a few "Future Shock" grenades wounding but not crippling them. Q is a GREAT technology developer, continuing to learning the standards game. GPRS (maybe EDGE) are potent "end of life" elixirs for a fantastic late eighties digital wireless technology. GSM will be reborn with "CDMA Inside". Q gets paid. We get paid. Woo gets mad. The wireless data tornado is not even here yet. It starts with 2.5G. The wireless multimedia tornado is really not even here yet. It starts with 3G. At least 12 months before its predecessor, and concurrent with it. Heed Merlin, on this. I am into Gorillas and Kings. I think medium to LONG. Merlin he thinks LOOOOOONG. I Love the volatility of the Nasdaq! In the last few months I participated in the "Blue Light Special" sale of the Century (well it's been a short century). <ggg> I've rebalanced (tweak here, tweak there). My portfolio is in pretty decent shape. Bears DO NOT last forever. Repeat after me ... "QUALCOMM is a Gorilla" .... "QUALCOMM is a Gorilla" ... "QUALCOMM is a Gorilla" .... Chnng ... Chnng ... Chnng ... - Eric -