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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (26794)6/26/2000 9:25:00 AM
From: Mike Buckley  Read Replies (3) of 54805
 
tekboy,

I'd be extremely interested in your thoughts on the following stocks in gorilla game terms: QCOM, GMST, SNDK and RMBS.

Thanks for offering such a narrow topic of discussion. Sheesh! :)

Okay. You really did narrow it down for me.

although all aspire to be enabling technology gorillas, only QCOM is there yet. GMST is waiting for the tornado, and SNDK is waiting for the lock. RMBS seems to have been granted a retrospective gorilla status in a non-tornadoing area, and I can't figure out how we should assess that. Can you?

Point by point. Tell me where I've got it wrong.

Yes, QCOM is there. Yes, GMST is waiting for the tornado.

I'm not sure what you mean by SanDisk not having the lock.
They seem to have the standard in place for digital cameras and there's no reason for me to think they won't have it for the other areas of their business. The tornado is already in place based on total revenue and my guess is that it's coming mostly from the digital camera side of things.

As far as Rambus is concerned, there is no such thing as a
retrospective gorilla status in a non-tornadoing area because without a tornado there is no gorilla status of any kind. Remember, I'm a by-the-book kind of guy. :)

Your thoughts?

--Mike Buckley
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