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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Kayaker who wrote (33457)10/20/2000 10:36:52 PM
From: Dr. Id  Read Replies (1) of 54805
 
Stan, I don't see either AMCC or PMCS in your list of stocks. Both concentrate on chips for the communication sector and both
increased earnings (again) over 30% sequentially, and the outlook for both is excellent. I'd highly recommend listening to the most
recent CCs.

I'd add VTSS to that list. They compete in the same sector and carry a lower multiple (and are also growing impressively). However, none are gorillas and I don't believe that there is a king in that sector.

Dr.Id@goodinvestmentsthough.com
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