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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Doren who wrote (25024)5/19/2000 8:09:00 AM
From: Apollo  Read Replies (4) of 54805
 
Doren:

The "confirmed" (by consensus) gorillas & kings are found on this short list:
siliconinvestor.com
which was developed at the beginning of Y2K by UncleFrank based on last year's Portfolio Survey, conducted in November. The only questionable inclusion on this list is Gemstar, which is really a gorilla candidate as no tornado sighting has been confirmed.

The list you may be referring to is the Watch & Wait List,
siliconinvestor.com
which is composed of interesting king & gorilla candidates, or shiny pebbles. RNWK has been presented, I think, by a Hunt Project, and merits observation. But no one has called it a gorilla or king. If you haven't read it, you should look at Fred Manzo's most excellent FAQ which is usually reprinted each weekend on this thread. Project Hunt reports are listed there.

SNDK was first presented here last Summer by Ausdauer, a dedicated SNDK-phile, who appears to combine intellect with tenacity. SNDK is in a tornado, IMHO. Whether it is king or gorilla candidate is open for debate. It has patents, the vulnerability of which, is being tested. Aus continues to generously update us from time to time, which we all here appreciate.

I think it would be nice if you post your SNDK questions to Squire StockHawk, who has been following SNDK longer than me. I've been intrigued by this company for 6 or more months, but have been building positions in other confirmed Kings, ie JDSU & NTAP, first.

Good luck,
Apollo

PS: please post to Squire StockHawk; the only way he'll ever be promoted to the Roundtable from his important though still humble position, will be by taking advantage of these little opportunities such as questions on SNDK IPR and the TALC. <vbg> Otherwise, he's forced to shine our lances, and clean out the stalls out back.

Apollo
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