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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (15205)1/15/2000 12:58:00 PM
From: StockHawk  Read Replies (1) of 54805
 
Chaz, This Project really is a superb idea. Everyone on this thread owes you a thank you.

A few posts ago someone mentioned the Jan. Gilder report. Having read it, I thought the two most interesting comments were about these companies:

1. CNXT - a power amp co seen as a CDMA play

2. TERN - whose S-CDMA chips are used in cable modems.

Not having looked at these companies yet I do not know if they have G&K potential, but they warrant some investigation - perhaps something to keep on the back burner in case you end up with more volunteers than companies.

StockHawk
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