Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (20436)	3/17/2000 10:31:00 AM
From: John Stichnoth	Read Replies (2) of 54805

LOL! Are vacuum tubes in the mass market anymore? If you can get Richardson Electronics past the thread denizens as a gorilla, then I'll propose Meade Instruments. (Everyone has to have a telescope, after all). I'm glad that we don't have to decide yet whether JDSU is in fact a Gorilla or King. Its growth and market position--and excellent people--are sufficient to make it attractive. If a threat appears to their dominance, then we'll have to decide whether to hold as gorilla or sell as king. For now, I'm happy to hold. Best, John

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