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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (16930)2/1/2000 4:58:00 PM
From: LindyBill  Read Replies (3) of 54805
 
I made a lot of money in AOL and DELL. I just didn't feel as safe! :0)

I don't think there is any debate on the board about whether you should invest in Kings. We are all in them. We argue hard about whether a company is one or the other, and I think we always should, and will.
We are too new in the tech cycle to have a lot of cases to cite, as you point out.

However, Cisco and Microsoft are still good investments, as we on this board judge such things, and AOL, DELL, and COMPAQ are not. This tends, (on a very small sample, I admit), to show the power of the Gorilla over the King.
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