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

To: tinkershaw who wrote (986)	6/25/2004 9:05:10 PM
From: tinkershaw	Read Replies (1) \| Respond to of 2955

I'm curious, if an article such as the one on digital convergence came out in 1980 or 1982 or 1984, somewhere around there, talking about a PC on every desktop, would Microsoft have even had a mention? Would Intel have had a mention? Given, I knew nothing of the componentry that went into a PC back then, but I remember IBM, Atari, Apple, Digital, Control Data, Compaq, AT&T, Wang, these sort of names but Intel and MSFT were not names that a typical non-industry specific article would even have mentioned as powering the coming desktop revolution. So, it is not so surprising that QCOM or ARM would not be mentioned this early in the next phase of wireless digital convergence. I gotta learn to be patient and more selective. ARM and QCOM are still the only 2 I've settled on for the next decade, and they comprise the vast majority of my growing portfolio. There will be other players tht will dominate as well. Just none as powerful as QCOM (other than EBAY I'd gander, but that is a different kettle of fish, and some pricey fish to boot). The call is often made, but I'd like to set up some industry categories to watch, and try to identify the players and where they are coming from. My OVTI experiment is not playing out so well. Down 30% on initial purchase, then more than doubled down, almost triple downed before earnings and have moved my cost basis to negative 10%. Still might play out well. Leader in digital imaging chips, albeit a Royalty play. But certainly a strong component of where things are heading, and at what presently seems a very cheap price. Any event, I keep getting mindlocked into QCOM, ARMHY, and then run out of time looking at things outside this purview. In fact, it may not be worthwhile to do so until something obvious hits me in the face going forward (like EBay should have, but alas I was prejudice against EBAY). Tinker