<<you pegged i2 a gorilla fetus. Correct me if I'm wrong, but I take that designation to mean that it might become the gorilla, that another company might become the gorilla or that there might never be a gorilla.>>
Well, if BB would ever get off his *&^@! butt, stop all that singing &^%$!#!, and post his ITWO HUNT REPORT, I wouldn't have to speculate now, would I? <GGG>
I defer to you and BB on this one, naturally, but since I wanted to give each of my holdings a classification I had to pick something for i2. My reasoning was as follows: SCM seems to be a gorilla game rather than a royalty game, a tornado seems to be in progress there or fast approaching, and i2 seems on track to become the gorilla of the sector unless one of the bigger boys muscles in and eats its lunch in the relatively near future. I decided "gorilla fetus" was not a bad term for a company that should become a newborn gorilla fairly soon unless it gets blindsided by a possible but not likely exogenous event.
I'm prouder of "gorzilla fetus" for GMST (gorilla2B+godzilla2B), and "dauphin" (=king's eldest son, i.e. "first in line for the throne") for CREE. The question mark after the latter relates to the fact that there isn't really a consensus yet on just what we're dealing with there.
tekboy/Ares@didjanoticeImadeSEBLmydoublepick?andithasLEAPStoo,notlikethat*&^%$!GMST.com |
