Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (3407)	7/4/1999 10:46:00 AM
From: Apollo	Read Replies (2) of 54805

That's where I think King and Gorilla investors can formulate some long-term investment strategies that don't require knowing exactly what the status of the PC will be at any point in time. Instead of focusing on the device, we can focus on how the data is delivered and stored because, regardless of the device used to communicate, we know more and more data has to be delivered and stored. --Mike Buckley Ok. So does that brings us back to EMC & NTAP, with estimated growth of about 30% per year? That misses LindyBill's requirement of about 100% per year growth. Are there better plays? Yeah, OK, I'm already playing Qcom. But what else? some not yet so discovered.... Stan

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