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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sweet Ol who wrote (10649)	11/19/1999 9:50:00 AM
From: Eric L	Read Replies (1) of 54805

John, Welcome aboard, John. << has there ever been a consensus list of Gorillas and Kings? >> The original (rather defunct) Gorilla Game thread lists Geoff's original (FM or First Manual) 'Gorilla' stocks 127.0.0.1:3456/SI/~wsapi/investor/Subject-19790 Interestingly enough there is a category of stocks listed (Information Security space) that really represents a basket of potential gorillas and the category as a whole has done poorly since the FM was published. My take is that these companies were stuck in the chasm and a few (in particular RSAS) are starting to perform. I spent several years doing DD on SDTI/RSAS and also had dead money in my investments therein before selling in February. I think this sector deserves another look and I plan to revisit it. Does anyone here have any insight or opinions about this sector and Geoff's original picks? Check Point (CHKPF) Cylink (CYLK) Network Associates (NETA) Security Dynamics (SDTI) * Merger of McAfee and Network General since book was written. * Renamed RSA Security Inc. (RSAS) - Eric -

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