Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (14712)	1/9/2000 3:14:00 PM
From: FLSTF97	Read Replies (3) of 54805

IMO, it just does not fit this board yet. This comment about CREE brings up a question. When is a candidate fit for this board? Only after it has a $10bil market cap? I agree that CREE is not (yet) a gorilla.Perhaps an argument can be made that CREE is a king (or gorilla candidate) for SiC wafers, but big deal. Or... is it really a big deal? Perhaps this gives us the opportunity to examine a nascent gorilla and test the various hypotheses as it progresses. That may in effect allow us to do a better job of finding future gorillas irrespective of the outcome of any one particular candidate. Let's face it, there aren't that many gorillas born every day. It seems to me to be a disservice to the thread not to take an opportunity to observe various candidates until we can type it with a reasonably high confidence level. Who knows, we may find a corollary or two that help us in the future. Surely the merits of QCOM were examined before it became a certified gorilla and apparently before it had a $10 billion market cap. Fatboy

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