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Author: goruck One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 160  
Subject: goruck's favorite stocks Date: 11/3/1999 10:11 PM
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I am just going to take this opportunity to share the views of a youthful urologist who has a major interest in tech.

I am going to just describe my favorite stocks (all of which i hold) and this can be a jumping point for questions..etc....sadly, many are not biotech, but i will list a couple at the end that i am starting to follow that may be of interest to those here.

cisco--backbone of the net

microsoft--needs no introduction

qualcomm---cdma, future gorilla bet


jdsu--another future gorilla bet...used to do medical lasers believe it or not, but now they are kicking a-- and taking names later...fiber optics...high margins...monopoly

amgen---this company is a rule breaker, but i believe they are a maker...epo and neupo provide steady inflow of cash...they have much cash, no debt, and strong management...you see, when they take a near term beating, which is the case lately (ie earnings announcment came with the caveat of declining epo/neupo market growth rates), they become a great buy. b/c of the large horde of cash and steady stream of money, they are able to pound into r and d, or buy rights to new drugs as they did with abarelix....the future is bright here

armhy--nasdaq listed adr..they are a british company...serious gorilla contender...intellectual property play in microprocessor market of imbedded technologies...cell phones, cars, will even be in dog's skin in thailand (ha..inside joke for armed faithful)

ebay--no inventory, hi margin...will follow the growth of the internet.

broadcom--monopoly on chips to cable modems, dsl, and even satellite growth of internet delivery...yet another possible future gorilla....

what are gorillas you ask? a term from a nice tech investing book called "the gorilla game"; good principles listed in this book.

my favorite investing book is rule breakers, rule makers however....they helped this poor gu resident equal his salary this year.

i hope i can pique some interest in one of my favorite companies for some doc out there, just as someone did for me.

my ones i am interested in to look into for the future:
medi, hgsi, conexant, biogen

hope i gave someone something interesting to look into.
i do my dd and look for rule breakers...nothing less.

gbr
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