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: ggamer who wrote (52208)	7/19/2002 1:11:50 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

ggamer, By the time you guys finish analyzing free cash flow, it will be the end of capitalism in the US. Your point is? I want Mike to answer the following questions if possible: 1) Is Gorilla Gaming still intact? Until I see that high-tech markets no longer evolve as described in the book and for the reasons described in the book, I believe Gorilla Gaming is still intact. I believe results of the ongoing business contraction will eventually provide further evidence that gorilla gaming is still intact. 2) Who are today and tomorrow's pure gorillas: INTC MSFT CSCO QCOM SEBL I don't want to name specific names because there is understandable debate about that that will take about as long to resolve as the discussion about free cash flow. 3) Mike: have you bought any stocks lately? The only addition I've made to my portfolio in the last couple of years is that I made the mistake of adding to my Gemstar position on April 3 at a price that is about 100% higher than the current price. That was before the fateful ITC ruling that went against Gemstar. Why do you ask? --Mike Buckley

To: ggamer who wrote (52208)	7/19/2002 5:51:23 PM
From: 100cfm	Respond to of 54805

) Is Gorilla Gaming still intact? Nothing is intact whether it be GG stocks or so called safe haven stocks ala J&J, we are in uncharted waters here. Two options left, liquidate to cash or hold on till we hit bottom. When do we hit bottom or which option is the best, I don't think anyone knows for sure right now. The one parrell that I can think of to this mess is the real estate collapse in 89-90. Office Bldgs and condos lost on avg of 50-80% of their value. If you had prime properties and held on to them it took almost 10 yrs but they recovered their value and now then some. If you hold stock in companies that are prime properties I'm betting they'll come back in value in the next 7-10 yrs. BWTFDIK. The real problem is determining what is realy a prime property these days.