Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: dknopf who wrote (14746)	1/9/2000 7:47:00 PM
From: JRH	Read Replies (1) of 54805

What about ORCL,YHOO and DELL? The Watch and Wait list is composed of small companies that have the potential to become head royalty or primates. I think you'd agree that all three companies don't fit this profile as they all have market caps >= $100 billion (approximately). The GKI is composed of only Gorillas and Kings, and only those that make up a substantial amount of our thread members' portfolios. I believe that YHOO and DELL play their parts in royalty games, but neither is a King and neither accounts for a substantial part of the members' portfolios. I'm not sure exactly where ORCL stands, but we know they are competing in the CRM Gorilla Game. According to the FM, ORCL's relational database game is indeed a Gorilla game. However, they don't make up a substantial portion of our portfolios, and I assume that is why they haven't made it to our index. Also, what about ICGE? I am not familiar with ICGE. Would you care to describe them to using the FM's terms? Justin

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