Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Dr. Id who wrote (33459)	10/20/2000 11:32:09 PM
From: Kayaker	Read Replies (2) of 54805

I'd add VTSS to that list. They compete in the same sector and carry a lower multiple (and are also growing impressively). Some AMCC vs VTSS here. messages.yahoo.com However, none are gorillas and I don't believe that there is a king in that sector. Yes, I know. I almost PMed Stan instead. Maybe neither AMCC nor PMCS is a king, but a basket holding the 2 is pretty compelling. Year to date: AMCC up 254%, PMCS up 154% I know, I know.... back to lurking; yaker

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