Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (22040)	4/2/2000 1:09:00 PM
From: gdichaz	Read Replies (2) of 54805

Kings. This is the Gorilla and King Portfolio candidates thread. So, let's hear it for Kings. While there is no question that if a gorilla can be found, even a trained chimpanzee (pardon the expression) would choose the gorilla, what about where there "ain't none"? Since as many of you know, I spend the most energy and what little intellectual capital I still have left on technologies first, and leaders in those technologies second, I find the search for kings well worth the effort - within an exploding market based upon a cutting edge technology. For me the super King (if there is any such) is within the fastest growing technology I have found, fiberoptics. That King is JDS Uniphase. And what I also find fascinating is that there is a Prince right there too. That Prince is SDL Inc. Both are far and away the leaders in fiberoptics component supply. What to do? A basket leaps forward as a practical means to deal with this. Heavier weight on the King, yes. But both, yes. This IMO is absolutely, completely and fully consistent with the Gorilla Game IMO. Comments. Best. Cha2

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