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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (33985)	10/28/2000 10:00:20 PM
From: chaz	Read Replies (2) of 54805

Plus, worrying about investor crowding in particular stocks. And here's what is beginning to bother me...the acquisitions route some of our favorites take to plug product holes. I am beginning to wonder if the "make or buy" decisions that come down on the "buy" side don't really convey a weakness in the R&D area. If another company develops a product that is such a good "fit", then why didn't it get developed in-house in the first place? The notion that someone else saw a hole in your product line and got there first is pretty scary, no? Chaz

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