Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: lrrp who wrote (26789)	6/26/2000 12:42:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> I was curious if you ever thought amat could become a gorilla. We've characterized the semiconductor equipment sector as a Royalty game, and amat as its King. Market share isn't the issue; there just doesn't appear to be ipr controlled by any one company that is vital to the sector. Amat is a great company and has been a fine investment, but I don't see that it has the genetic potential to be a Gorilla. uf

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