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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (21927)4/2/2000 1:17:00 AM
From: mtnlady  Read Replies (1) of 54805
 
Sorry guys I am just getting caught up in this discussion (kids are going to bed -- finally!). I hear we are only allowed to talk about "tech" stocks and "software" stocks - true? Vague guidelines as almost everything now days has software. And what exactly constitutes a "tech" stock?

Here is what I am wrestling with... what about companies like CREE and SiC? Where does it fit in? I sure hope we don't toss out talking about companies like this. I don't need a thread to tell me that Cisco is an interesting investment (although I may want to argue that Nortel is a better investment! Lol!). What I DO want to discuss is emerging technologies (why are fuel cells not ok?) and discussing if these are in a tornado yet, what is required to have a tornado and then, as a group, ripping through the candidates trying to find the gorilla or king amongst them.

As far as bio stocks go. I'm with you guys - I don't understand them. However, to play the 'devil's advocate'. If these companies are allowed to patent their finds - say the mapping for a gene. And then all subsequent meds using this mapping had to pay royalties. That sure sounds like a proprietary architecture to me. Perhaps at that time we start a bio gorilla and king thread for those who want to discuss that industry (simply because the medical field is so immense in and of itself).

I guess my point is that it seems that the key for us is a) proprietary architecture (i.e. is it a gorilla or a royalty play?) b) value chain and c) tornado ... regardless of the industry.
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