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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (12124)	12/6/1999 12:56:00 AM
From: Sam Johnson	Read Replies (3) of 54805

Mike and Unc: thanks for the kind words. Coming from the two of you, I'm truly flattered. (And Frank, are you sure you're a curmudgeon?) Since I've found out that the best way to learn this stuff is to dive in and say things that force me to read in order to not sound like an idiot (which that clause just made me sound like), here's my project du jour: find a company that hasn't been talked about much on this thread and do a gorilla research project on them, applying the criteria in the book, then presenting my little book report to the class for review. I'm looking right now at ARM Holdings...they've been mentioned here, but not in much detail that I remember. Does anyone remember if they've been discussed in depth here and I've missed it? This is more for the learning involved than any passion for ARM (I'm also open to suggestions other than ARM - my second choice at the moment is Global Crossing.) I may pull a tekboy and buy a bit just to motivate myself to actually follow through with it. :) Sam

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