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

To: tinkershaw who wrote (1007)	7/15/2004 9:50:42 AM
From: Apollo	Read Replies (2) \| Respond to of 2955

Thanks for the reply on OVTI. Buying into Royalty can be dangerous. I bought into and followed for a year, a company called Exodus. It was website warehouse/storage facility, expanded briskly, had good vision. I bailed out as growth in revenues began to stall; in that era, around 1999, did pretty well. Alternatively, I also bought into SanDisk around 2000 or so, and figured flash storage would be huge in the new digital camera segment. I was right (no special vision or talent on that one), but lost money because: 1. I had bought at too high a valuation, and 2. growth for SanDisk was forestalled for several years by the Market and Tech decline of 2000-2002. I remember we had some nice discussions on this thread about SanDisk, and Mike Buckley had good questions about the the film legacy and its remaining endurance. SanDisk was way up in 2003, down now in 2004. It is not a gorilla, but a royalty play; a good example of roller coaster, heart-stopping share price. (edit; SanDisk announced big quarter, yearly gains this week). OTOH, Qcom is the CDMA gorilla, and will someday become the gorilla of wireless communications, I hope. The gains may not be as spectacular, but I like the safety of the gorilla. Qcom is nowhere near Main Street. INTC, a very gray silverback, with PC microprocessors on Main Street. I didn't follow INTC results this week, but I thought I heard that they made significant growth gains in communications chips, which would be major progress for INTC for the first time in this targeted area. Apollo