Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (35204)	11/24/2000 10:41:56 AM
From: J Fieb	Read Replies (2) of 54805

DownSouth, I just added this thread to my bookmarks and am reading the book now. I know you are a storage guy and that storage is discussed from time to time on this thread. QLGC is a fine company, but never mentioned as a gorilla candidate. But maybe if the Red Herring says it is possible, people will give the idea some consideration.... Pd 126 of Dec 18 Red Herring, article about emerging goliaths notes two companies. One of which is my beloved Qlogic. "companies that can sustain profit growth are developinng proprietary solutions to jams in the fastest growing markets in data production, delivery and intepretation" Qlogic is the company in the network to storage transmission space (my slant). This is a Yahoo post and I don't get the magazine. I haven't read the book yet so Goliath and Gorilla may be sililar, but not the same. And QLGC doesn't make proprietary solutions either.

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