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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (28517)	7/22/2000 8:17:32 PM
From: Apollo	Read Replies (1) of 54805

C. Christensen & George Gilder... When a Guru Manages Money Author Clayton Christensen puts his theories to the test Thanks Tekboy for the article on C.C. I notice that many of the same companies recommended by George Gilder are listed in CC's choices as well, including Procom, the infant Storage play. GG & CC co-participate at eachother's conferences. It would be more powerful to know that each recommends the same companies based on independent opinion/analysis.......but since their affairs are substantially intertwined, I am not sure that their individual opinions are theirs alone. What do our Storage mavens, like UpNorth, have to say about Procom? Apollo

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