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: JRH who wrote (1463)	4/24/1999 7:12:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

We are waiting for the inevitable internut-stock meltdown, where stock prices are somewhat in line with their "proper" values. At that point, my W&W portfolio will become famished and the Index itself will still be strong. I'm not sure about that, Justin. If there is a true Internet meltdown even the gorillas on Frank's list will suffer considerably on a short-term basis. As an example, though Cisco has done extremely well it has suffered two 40% drops in the last five if not several years. --Mike Buckley

To: JRH who wrote (1463)	4/24/1999 7:19:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

I was inspired by a conversation with my Uncle Frank last night. (That's right folks. It would be an honor to be referred to as his nephew. :) He was drawing parallels between Cisco's past and what might be Qualcomm's future. His thoughts inspired me to ask all of you what point in time in Cisco's history is most comparable to Qualcomm's current status. It would be nice to have an idea about what Qualcomm's future looks like if we make the assumption that it might look a little like Cisco's past. --Mike Buckley