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: Uncle Frank who wrote (1257)	4/11/1999 12:39:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

Hi Frank and thread: I have been following all of the arguments regarding QCOM on this thread and have even tried to follow the QCOM thread a bit. But I still cannot seem to put together all of the pieces for this company. Can someone please write up a quick outline on QCOM's strengths and gorilla qualifications? It would be very much appreciated. I am thinking that I want some shares, but I would rather not make the jump without knowing a little more. In other news, the Gorilla and King Watch and Wait portfolio is up 78.8% since January!!! Naturally it is the Internut stocks who are leading the way, with RNWK up 433% and CMGI up 361%. Two other phenomenal performers have been UNPH (topic of lots of discussion on this thread) and GMST. And just imagine what the performance woulda been if QCOM hadn't recently graduated to the upper class :o) ??? Justin G&K W&W Chartmeister techstocks.com

To: Uncle Frank who wrote (1257)	4/11/1999 2:37:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Actually Uniphase is a company which has been building over the past couple of years at a rapid rate by swallowing several parts which are almost a whole. With the JDS Fitel merger the company will be a whole. The earnings are meaningless - a mixture of odd bits and pieces, charges for acquisitions, etc. etc. Sort of thing that Mike Buckley might penetrate with his skills but doubt many others could. As you know, I start with the technology and then pick the companies. For Fiber optics components the best have been Uniphase and JDS Fitel. Now they are merging. There are two other companies - both small - left in that field - fiber optic widget supply. So no question IMO the combined company will be dominant - a King. Chaz too PS Perhaps someone who enjoys accounting can help. I have little patience for such detail - as Mike reminds me from time to time. :-)