Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (10285)	11/13/1999 7:56:00 PM
From: chaz	Read Replies (2) of 54805

Stockhawk, I think I've been waiting for you to post this summary for some time....at least I haven't seen anything else that sorts this out quite so well. My grasp has always been that this is a Beta/VHS kind of relationship, but the SNDK move to fab had puzzled me. Tying that move to the Q's manufacture of phones is a help, but a bit of a non sequitur...the phone is the end user device, SNDK is doing the gut device to be used in other end user devices. I also see that's there's a disconnect between an IOM and an SNDK. Still, you've made good points very well. On another point: I just saw the first TV ad for the newest 007 flick, "The World Is Not Enough"....(sounds like the Gorilla from up north)...with logos from MSFT-CE and H-P. Is this the first week that Q made the most active list for the week? I noticed it was #13 on the list of 20. Volume about 1/5th of MSFT, which was #1.

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