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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject11/18/2000 4:05:13 AM
From: techreports  Read Replies (2) of 54805
 
I don't know about anyone else, but i'm trying to use this correction/bear market to my advantage. I've decided that i want to own stocks that are gorillas in their field and will become market dominating companies. Stocks i can hold for atlest 3 years.

So far my portfolio contains the following:
QCOM
JDSU (through SDLI)
RBAK
GMST
& RMBS

Obviously, RMBS is more of a risk play and i understand i could lose 50 or 70% of my original investment, but they do have the potential to dominate. GMST has some risk, since it's still so young, but i have faith in the IPG and i think revenues will eventually come.

I've been watching NTAP and it's finally getting attractive, but i think there is a small chance it could go much lower, but anything in the 60s ain't bad. Unsure if NTAP will dominate their market though.

Siebel would be an easy buy, but it seems too expensive. Next on my list is YHOO, ARBA, ITWO, BRCM, & AMCC.

In the B2B space, which stock is better...ITWO or ARBA? Does CMRC have a chance to become a gorilla or no? I read that ARBA will do around 750 million in revs next year and possibly 2 to 3 billion in 2002/03. That's pretty impressive. How exactly does the SCM industry compare to other industries?

Is there something wrong with YHOO or ARBA or BRCM? They seem to be just as powerful as NTAP or any of the other more popular gorillas. ARBA at 15 billion dollars is pretty tempting considering the huge growth in the b2b space. then again i probably need to look more into arba & cmrc.
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