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

To: Uncle Frank who wrote (1058)	4/5/1999 7:03:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Uncle Frank: From the top. I too was a long term Intel investor. That was when I concentrated on semi conductors - Intel, Texas Instruments et al. Long before the Gorilla Game book was published. That investment was very successful. I sold only to diversify into software - Microsoft especially. Again, I have been a Wintel investor. Somehow, my eagerness to nominate and discuss potential gorillas - which I thought - apparently incorrectly - is the purpose of this thread - has been misunderstood. My purpose is not to attack Wintel. My mistake has been to join others in commenting on Intel or Microsoft. Done with that. From now on, that is for others. I do respect the gorilla concepts, although I do find them somewhat confining, so I would like to use them somewhat broadly if I may. The reason I have several posts recently is that I thought I was making some suggestions of some use here - looking for potential gorillas and royalty. That was what I thought I was doing. Very very sad that you see my posts as just attacks and useless. Hope you will consider this just growing pains for me here. After all, you and others have been at this quite a while. Best personal regards. Chaz too

To: Uncle Frank who wrote (1058)	4/5/1999 10:58:00 AM
From: LindyBill	Respond to of 54805

Hey Frank, I did pull the trigger and took a 40% position in Q. Took MSFT down to a 15% part of my portfolio to do it. The wireless digital transmission of movies to theaters by Qualcomm will be an interesting and very profitable segment of their business. George Lucus is using it in four theaters for the new Star Wars movie. The ability to send out thousands of copies of movies to theatres all over the world at once creates an immense market. You know how I feel about Dell and AOL. I would get rid of all the Dell, and keep the AOL to make room for Q, if it were me. Good Luck! LindyBill