Gorilla and King Portfolio Candidates Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bruce Brown who wrote (6064)	9/7/1999 1:10:00 PM
From: Uncle Frank	Read Replies (4) of 54805

>> Oracle. It's obviously on the G&K portfolio Let me restate the selection process for the G&K Index: Techstocks only (since GG applies only to techstocks) Only companies with market caps >10B (smaller ones go to the W&W portfolio). Gorillas, Kings, or PAWs (Princes with an Attitude) only. Please note that being in the GKI does not mean the thread thought the company had good prospects going forward. That accounts for bow-wows like cpq being in the GKI (they've slipped from King to Prince this year). As for Oracle, we had to include them since they are, at the least, the dominant player in the database sector and were cited by Moore as a Gorilla in the manual. Personally, I sense the sector has changed from a Gorilla Game to a Royalty Game. I have little faith in Oracle, as Ellison seems to be fixated on trying to hurt Gates and has lost focus his own company. I held orcl for a few years, and was lucky to get out at a break even. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next