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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (32999)	10/11/2000 2:35:58 AM
From: Bruce Brown	Read Replies (1) of 54805

I think Moore's failure to recognize Qualcomm as a gorilla when many here did, reflects his experience more than his thought. (He has since come around on Qualcomm of course.) We could turn that around and mention he was calling Siebel a gorilla long before many did here as well. Of course, he works with Kippola who knows the software market. BB

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