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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (24536)5/11/2000 2:40:00 PM
From: areokat  Read Replies (1) of 54805
 
"Or rather, it works for the high-tech sector as a whole, and even for a few highly blessed companies at its core, but is inoperable as a company-specific strategy for any but these chosen few."

These few would be msft, intc,csco and maybe a few more?
But the concept doesn't help us because there is no way to determine in advance even if a particular company, like qcom, will be one of the lucky ones?
Would that be your read also?

Tom
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