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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (37698)1/11/2001 3:22:53 PM
From: diver913   of 54805
 
2001 G&K Index

Uncle Frank,

I agree with Apollo and Eric L. that RMBS belongs on the G&K Index, not the W&W, even though its market cap is below $10B. I'd like to advocate flexibility with that requirement because (a) it's not a requirement for gorilla status in TRFM and (b) other companies have attained gorilla status before they reached a 10B market cap - SEBL and ITWO are just a couple of examples.

I agree that these other smaller companies belong on the W&W list: CREE, ELON, SNDK and WIND. Of course, we await the results of Mike's GMST survey to determine its placement.

But I'm also curious about where JNPR and BRCM belong. Is it really accurate that their current status is Prince? I don't own either one so I can't properly classify them, but I thought JNPR was considered a gorilla candidate among the Next Generation Network companies by Paul Johnson, one of the authors of TRFM.

Perhaps BB or others who know these two companies could shed some light on their classification.

Thanks for your work on getting the index ready! Do you know if Justin's W&W list will consist only of the companies listed on your list that don't qualify for the G&K Index, or will he have other selection criteria for additional members of his list?

Meredith
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