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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (6063)9/7/1999 12:59:00 PM
From: Bruce Brown  Read Replies (2) of 54805
 
Rambus should fit well into that - one would certainly assume anyway.

Being new on the thread and not having read the first several thousand posts, I wanted to address any thoughts on Oracle. I haven't heard anyone mention it over the past few weeks and wondered what the general feeling is about Oracle. It's obviously on the G&K portfolio and my assumption has always been that it was indeed one of the four Gorillas of the 90's. I'm sure happy to finally see the stock moving, but wanted thoughts from the group as to what the consensus has become on Oracle for the future with economies improving overseas.

BB
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