Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33789)	10/25/2000 7:23:13 PM
From: kumar	Read Replies (2) of 54805

Mtnlady, looks like we differ in our investment approach... - I am looking for pongid companies that are in/past tornado, and milk the main street ROI for a substantial period of time (many years), by just holding on. - u appear to be looking for companies in the tornado, and move on once main street status has been reached. also, I am willing to give a Gorilla a few years to develop the next tornado, your time horizon appears to be 1-2 years. there-in lies the reason (IMO) why we appear to disagree. BTW, I would not rule out CSCO developing tornadoes in one of a few areas that may be "traditionally outside CSCO territory" : their investments in SWCM (and therefore PHCM), Amteva (a private company that got acquired), their relationship with ELON, and last but not the least (maybe the fastest) : VoIP. I would not be surprised to see some offering utilizing SWCM+PHCM+Amteva+VoIP. cheers, kumar

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