Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sam Johnson who wrote (12140)	12/6/1999 10:26:00 AM
From: Apollo	Read Replies (1) of 54805

good work, Sam. Chipping in by evaluating a company is just what we need, and I think I suggested our lurkers help us by doing just that, a couple weeks ago, in a post immediately following the published G & K Portfolio Survey of November 27th.. My vote would be Global Crossing, because they are a telecommunications play, play to Lindy's "speed" issue, and because we have heard a little about ARM, but nothing about Global Crossing. Also, the latter is a Gilder fave for the past 2 years. Global's acquisition of Frontier puts it in a B2B area, competing with the likes of Exodus. stan

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