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: Bruce Brown who wrote (48871)	11/14/2001 11:26:47 AM
From: gdichaz	Read Replies (4) \| Respond to of 54805

Bruce: From your link: <<Moore suggests that Qualcomm (QCOM, news, msgs), with its CDMA cell-phone technology, and fiber-optic components company JDS Uniphase (JDSU, news, msgs) are possible young gorillas in the making, joining such established gorillas as Microsoft (MSFT, news, msgs), Intel (INTC, news, msgs), Cisco Systems (CSCO, news, msgs), Oracle (ORCL, news, msgs) and SAP (SAP, news, msgs).>> In light of Paul's post of Moore's current thinking that "established" gorillas are sufficient diversification for most portfolios, would seem that some discussion of just what those companies are would be appropriate here. Regardless of Moore's views, the discussions on this thread seemed to lead to the following as I recall: MSFT yes all the way - a consensus silverback CSCO - a silverback INTC - split between gorilla and king with very strong views in favor of each, but majority claim its a gorilla (and if a gorilla, then a silverback) These 3 are the silverback list per consensus here (if Intel is included) For a variety of reasons, neither Oracle nor SAP have been popular here as investments, and even if Moore calls them gorillas, there seems to be little support for giving them that status on this thread. Or perhaps even if in that status technically, not candidates for current investment. After considerable discussion here, Qualcomm was accorded full gorilla status (as a CDMA gorilla), while JDSU was a consensus king not a gorilla. This summmary is an attempt to stimulate discussion of which companies are "established" gorillas. Comments? Best. Cha2 PS Then there is the subsidiary question, would 3 silverbacks plus Qualcomm (perhaps) provide sufficient diversification and opportunity for the majority of portfolios - whether the entire portfolio or more realistically the tech portion, or even more realistically the G&K portion?