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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (12246)12/7/1999 2:41:00 PM
From: mauser96  Read Replies (3) of 54805
 
SEBL is much further along to royalty or gorillahood than GMST or CREE. I own all 3, but SEBL is by far the largest holding. SEBL is across the chasm into the tornado. I think it may already be a gorilla, though this is open to debate. I continue to be surprised by the lack of interest in SI concerning a company that is one of the fastest growing in the world with a huge potential market. It's competitors are relatively inept, with one (SAP) taking the pitiful option of suing SEBL for "unfair hiring processes". A few more quarters like recent ones and SEBL will be the standard, the only one mainstream customers will feel comfortable with.
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