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 (14821)	1/10/2000 11:57:00 AM
From: gdichaz	Read Replies (3) of 54805

JRH: Justin: BRCM is an excellent example of the danger of falling between the cracks here. BRCM is IMO a perfect candidate for the W&W. Are you saying that any king or prince that Frank does not include in his list should sink without a trace, and not be followed here at all? BRCM is the premier broadband chip company with the most diversity of any of its rivals. It is not a gorilla. It is probably not a king in some of the areas, cable, set top boxes, wireless, computers, internet, and on and on but it is probably a prince at least in a few. If it is dropped, where is the discussion of it to take place? Or should there be no discussion at all? We all know the company boards are usually hopeless for any indepth discussions - the Q and Cree boards being exceptions. Even the JDSU company board is now a traders board. Sad. So what to do? Best. Cha2

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