Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	9/3/2000 4:21:42 PM
From: tinkershaw	of 54805

Silverback Revenue Growth This article tries to answer the question of what revenue growth do long-term Gorilla like players have by using historical information. It confirms the MSFT revenue growth story. And in particular INTC revenue growth seems anemic by our standards. I think we might need to look closer behind those INTC numbers to confirm how anemic they were. ideaadvisor.com Tinker P.S. Re: WIND. I am sold that WIND is an upcoming Gorilla. But as Mike Buckley indicated it is an enabling technology before the Tornado (still bowling alley) and what do I sell? I guess these are the questions I will continually have to ask myself. Of course if WIND could have another nice little crash over the next few weeks.....now that would be F-A-N-T-A-S-T-I-C. But if I should miss out on Wind now I'll get it later. I am equally as happy owning what I currently own. If I've made one improvement as an investor it is patience grown from the confidence in holding what I currently have and because of this the ability to wait to buy something else...even if that something else looks like a certain long-term winner of large proportions.

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