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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: William who wrote (10228)11/13/1999 1:27:00 AM
From: John Stichnoth  Read Replies (2) of 54805
 
William, Re stock moves, WIND and Gorillas. Stock moves before a company is recognized as a gorilla won't follow a constant upward path. I was in Q two and a half years ago, and after having held for 18 months I was underwater. Obviously, when Q's potential started to convert (in the general investing public's eyes) to achievement, the stock began to take off. The fact that WIND's stock price fell this year does not preclude it from future gorilla status. The fundamentals of the company, its IPR, barriers to entry and its position in the market determine gorilla-hood. If you find a gorilla that has fallen in price, you're getting a double bargain!

BTW, I do not yet have an opinion on WIND's gorilla status.

Best,
JS
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