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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (30964)9/2/2000 5:49:22 PM
From: saukriver  Read Replies (3) of 54805
 
Okay, so in Gemstar we have unverified hypergrowth that many expected to see materialize by July 2000 (now pushed off until early 2001 and--oh, by the way, we don't have financials for the combined company!!!). In WIND we have a company cheekily naming a product "Tornado," but its hypergrowth is also certainly "unverified" (although John Huber's cool post suggested why it may materialize later). See Message 14313168

GMST is labeled a gorilla in an unverified tornado because many of us hold GMST and are confident the tornado is there. WIND in the bowling alley (its hypergrowth also "unverified). <g>

Seems like there is a bit of Kentucky windage in this unverified tornado stuff.

saukriver
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