Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Steve Warkentin who wrote (4307)	7/27/1999 12:17:00 AM
From: Uncle Frank	of 54805

>> Is BRCM still considered a Gorilla considering increasing competition from LU and TXN? Steve, we've discussed brcm, but never decided if it was an emerging primate, or just a darn good investment. As a result, it was added to JRH's Watch & Wait Portfolio rather than the G&K Index. If it is a Gorilla, competition will be shrugged off easily, but if it isn't a Gorilla, brcm will be in for some frightening challenges, and not only from lu and txn. Cisco and Intel are clearly looking at Broadcom's sector as well. Frank

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