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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ratan lal who wrote (26900)6/27/2000 2:24:00 PM
From: DownSouth  Read Replies (2) of 54805
 
ratan, with all due respect of your opinion, I have not seen any confusion here. QCOM is still a Gorilla--just a cheap one. We are following GMST--a potential Gorilla. CTXS was never declared a Gorilla. It was always a shiny pebble, though it had its fans.

RMBS has been debated here since the beginning. The consensus was that it was a potential Gorilla, but had not crossed the chasm until recently. The IPR scenario for RMBS is particularly interesting and makes it a unique case.

The leadership is here, ratan, and I think the focus is appropriate, too.
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