SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sunny who wrote (4650)8/6/1999
From: DownSouth  Read Replies (1) of 54805
 
Sunny, I read Unqle Franq's and LindyBill's (zootman) response to your most welcome query.

You gotta pick your game. Are you going to grab a basketfull of Gorilla candidates or grab a bunch of already Gorillas. (pardon the bad grammar). EMC and NTAP are at least kings in their domains, imo. They are about to clash as their domains expand into one another. I suggest you pick up a piece of both and take the ride. Each may eventually emerge as an alpha Gorilla, establish themselves as Kings, or.....? I believe that you will see them both make you lots of money for a couple of years and keep your investment life interesting.

OTOH, zootman says buy CSCO. That is the strategy of buying the Gorilla and enjoying their venture into the voice over IP fight with LU and Nortel.

I say do both. And don't forget about MSFT!

Welcome to the thread.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext