W & W portfolio discussion......
Cha1, Cha2, StockHawk, Justin & Board,
I was the one who suggested to Justin by PM to drop PSFT and BRCM from W&W. My rationale was different from each, in that PSFT seemed not to be losing in its space to others, based on discussion here; and because BRCM seemed fascinating but we had had little discussion here.....so it had not been justified by anyone here to have that place. And as an aside, I also recommended EXDS be included as a King, based on my presentation of EXDS in the past month.
My views:
1. We don't need to confuse things by a 3rd portfolio.
2. W&W should be composed of G&K candidates or potential but not yet determined G's & K's, which have been discussed here. This board has not been able to delineate every real or potential G & K in the Tech Universe, because of limited personnel. For example, Oracle is probably a Gorilla, but gets little play here because hardly anyone owns it, based on the Apollo Survey.
By suggesting we drop BRCM, I was really hoping that someone who owns it would describe it, teach us, and justify its position in W&W. In fact, that has been a little bit of a side agenda for me. On several occasions, I have tried to encourage the lurkers to join in because we don't have enough manpower to cover the entire universe. I have enjoyed the discussion this weekend on CREE, and would love to hear about Broadvision, Broadcom, and on and on.
So, bottom line, our GKI and W&W portfolios don't have to be the Final definition of all G's & K's in the Tech universe, but I think they should be in the portfolios because we have discussed them. By reverse logic, if we haven't discussed them, (like Oracle), then I don't think they belong there because their position cannot be justified without timely and periodic discussion.
Apollo |
