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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (17145)2/4/2000 12:39:00 PM
From: Greg Hull  Read Replies (1) of 54805
 
RE: Project Hunt / ANCR

<<Have you considered a Project Hunt report on ancr?>>

Boy you have a dry sense of humor, but it gave me a good laugh. As a multi-year owner of ANCR, I'd love to hear that Gorilla-hood is just around the corner, but I just can't see it. This has all the earmarks of a Royalty Game for ANCR's current business: Fibre Channel switches.

Having said that, is Project Hunt about collecting analyses of likely current or future Gorillas, or just about collecting analyses on as many companies as possible? I thought the former. Ancor is definitely a Snowball right now (still not making a profit).

Have I misunderstood the purpose of Project Hunt?

Greg
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