Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tom Ardnij who wrote (11465)	11/30/1999 12:55:00 AM
From: Mike Buckley	Read Replies (5) of 54805

I sense that a lot of people are hoping we can put this weekend's train wreck behind us and once again focus on gorilla gaming. In that light, I'll offer up a few ideas. 1) Has anyone considered Jabil Circuits as a King among the outsourcing electronics manufacturers? I don't know if they have twice the market share of their closest competitor, but it might be worth a gander. 2) Has anyone taken a look at the gorilla game going on among the Knowledge/Document Management software companies? That area is getting a lot of press lately. 3) And for those who might not have focused on a new (though not necessarily improved) way of looking at potential gorillas due to the fracas in the folder this weekend, check out how Inside the Tornado is influencing me. Look up posts #11254 and #11340 in that order. Let's get back to gaming if it's not too early to put the other stuff behind us! G'night, all! --Mike Buckley

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