Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (4687)	8/6/1999 4:11:00 PM
From: Sunny	Read Replies (1) of 54805

sTan, Thanks for sharing your opinions. Since I have owned EMC for a while i am interested in this sector. That interest has been fueled with DS's conversations about NTAP. The SAN portion of this market looks like it will provide ample growth opportunities. I have a large holding in QCOM (large for me), So I would be interested in identifying companies that may make up their value chain. Apart from the csco, 3com types I know little about the networking sector. I thought the game says stay away from the transaction companies. The sector growth you spoke about is impressive, yet the hype associated with companies in the eBusiness reminds me more about pure speculation or gambling. Sunny

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