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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (12688)12/13/1999 1:47:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> Strongly second your nomination of Sandisk as a Young King. In similar fashion as JDSU, suspect the discussion should and perhaps may center on whether SNDK is a young gorilla rather than young king, but in either case discussing it here makes sense.

Cha2, I love your enthusiasm, but we don't vote on candidates on this thread - we present analysis. In particular, the coveted Gorilla label should not be bandied about without some sort of justification.

Why don't you team up with Scott to make an "Apollo style" presentation on sndk? The g&k gang makes big investments in Gorillas, so tossing around the G word without offering supportive data is strongly discouraged.

Imo, sndk is a Shiny Pebble (or a Snowball, if you prefer). Now PROVE me wrong.

uf
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