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: LindyBill who wrote (1395)	4/21/1999 5:40:00 PM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

Lindy, Does it make you nervous to have such a huge percentage of your portfolio in one (even potentially great) company? I've also read the Gorilla Game, and believe that diversification is overemphasized in general. However, to be so fully invested in one company leaves you very vulnerable to a number of factors. What if there is some unforeseen problem in the telecom industry? What if Qualcomm's CEO gets in a fatal car crash? What if there is an overall market crash and ensuing bear market? What if there is an accounting irregularity. I mention this because many of these things have happened to derail very good stories. I am also confident and hopeful that QCOM will be a very big winner. However, I've been in big winners before that faltered, and I was glad that I was SOMEWHAT diversified in other strong companies. Given your strategy, you will either be very rich (I hope) or very upset (which I honestly doubt). Just my two cents, Jeff