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 (14786)	1/10/2000 11:15:00 AM
From: JRH	Read Replies (3) of 54805

Thread: There has been a proposal to remove BRCM and PSFT from the G&K W&W list because of the lack of interest of the thread in the stocks. Personally, I feel that BRCM may already be or could soon evolve into royalty in their communications semiconductor business. And Mike Buckley feels that PSFT is already a gorilla in the HRM ERP business. If it is the case that BRCM is already royalty in its marketplace, then it doesn't belong on the W&W list. Same goes with PSFT and its gorilla status. Therefore, IMO, they should be dropped, if we can confirm these facts. Does the thread have any 'yea' or 'nay' comments regarding these two companies? Justin

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