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 (6011)	9/5/1999 2:26:00 PM
From: Sunny	Read Replies (2) of 54805

Mike, as anointed GG strategist, where do you think JDSU and RMBS currently stand in the GG market life cycle? How do you, or will you recognize a jump or change in status? Based upon what you know today what do you foresee their status to be G, K or other? Sinse the GG seems to be applied to companies that ultimately have mass markets, how do you judge a company like CYMI that has the overwhelming dominant position in the enabling technology for the engine that is driving the chip business? Does the GG model apply? Sunny

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