Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (14775)	1/9/2000 11:58:00 PM
From: chaz	Read Replies (2) of 54805

uWest will be soooooo pleased! I'm twisting and turning over the omission of CMGI, ICGE and SFE. IMO, they clearly are not fodder for the godzilla folder because their mission profiles are not strictly internet based. By the same token, they sure don't fit the G&K description because, among other things, there's not a wit of "discontinuity" about them. But darn, they are fast growers, often of the kinds of companies that I'm sure a good many of us, lurkers included, keep a watch on, and lots more interesting (to me at least) than some we actually hold. (like IBM, DELL) I don't own any of the three, but I am surely tempted to find some cash to put into them. Clearly, they're more than shiny pebbles.

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