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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (16992)2/2/2000 2:16:00 PM
From: dwayanu  Read Replies (2) of 54805
 
Bruce:

It's their own 'project hunt' and if you click on the banner of a particular company, you will be directed to their 'presentation' of each company.
nextgenerationnetworks.com


Ummm, word of caution. I believe those companies are specifically the networking companies that are formally covered by BBRS analysts, and do not particularly represent anyone's personal 'project hunt'. At the least, some of those companies (Paradyne, Ramp) are only there because BBRS was their underwriter, and not because there is anything notably good (in our sense) about the company.

I suggest not interpreting the list as a Paul Johnson list of recommended stocks. I don't take Merrill's Steve Milunovich's personal stock list (EMC, NTAP, SUN, CBLT, IBM, HP, NCR) as a real list of recommended stocks either <g>.

I read through the NextGeneration site a few months ago, certainly a lot of good information, but the scope in some areas is limited by BBRS' interests.

- Dway
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