Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who started this subject	9/20/2000 12:08:52 PM
From: kumar	Read Replies (5) of 54805

Comments from G.Moore on the gglistserv : Gang, Still swamped at my end, but I did want to weigh in on the number of gorillas since the book. In addition to QCOM I would argue that JDS Uniphase is a new gorilla. Further, we may well see the resurgence of the enterprise application gorillas, particularly i2 and Seibel, as the Web migrates back into the power sphere of the enterprise. I think there may be an EAI gorilla game about to start as well. On the chip side, Rambus is still an interesting gorilla candidate, and perhaps one could argue that TI's position in DSP chips is gorilla like. Geoff Geoffrey Moore Chairman, The Chasm Group

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next