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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jon Khymn who wrote (31714)9/16/2000 9:28:32 AM
From: Eric L  Read Replies (1) of 54805
 
WM,

May I ask why Frank says Yes, and you say No?

Frank thinks the tornado may have begun and we have not verified it.

<< Then what do you think GMST should be right now? >>

Me: Not a Momkey or Orangutang. Not a Baby Gorilla (no gorilla yet). Potential Gorilla with the possibility of entering hypergrowth very shortly. Maybe that is as close to being a Baby Gorilla as you can get. It has all essential gorilla attributes. Just have to verify hypergrowth.

TVG merger out of the way, and I have thought for some time that the new digital TV's and set tops that will soon start to ship for this holiday season will trigger the tornado.

My confidence reflected by the fact that it is 11% of my portfolio.

- Eric -
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