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

To: Thomas Mercer-Hursh who wrote (47830)	10/12/2001 2:13:59 PM
From: gdichaz	Respond to of 54805

Thomas: As I have often suggested, I am a "learner", nada mas, and I certainly learn here. Yes again, your points are well taken. On baskets, guess I started with baskets with networking: Cisco, Wellfleet, ... long before there was a GG book. In the event, I gradually concentrated on Cisco. (But in the meantime I watched and learned and profited from the entire basket - not just Cisco) When I had finished giving Cisco away to family and charity (my final holding in networking), my base cost was 2 cents. Also I learned from the Cisco roller coaster. And what I learned was that selling "high" was a mistake - in that specific case at those specific times. The next "high" was higher. That was a good experience and it colors my view. All this is why I have a somewhat different view perhaps than others here. My experience leads me to prefer long term buy and hold. That is what I have done and will continue to do re: Qualcomm. That my cost is roughly $5 perhaps makes that more practical for me than others. In thinking about it, I carry that experience with me and as I have said many times here, this is what I have learned for me in my specific situation. Suggest others do what makes the most sense to them in their own specific situation. Best. Cha2 PS And yes, I have found no means of using a "basket" in wireless, since the only gorilla or even gorilla candidate I have found is Qualcomm. And I have found no gorilla nor gorilla candidate in fiberoptics. Thought JDSU was a King, and fortunately I bought early enough to still have a profit, but that profit has shrunk, to put it mildly. <G>