Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: saukriver who wrote (36229)	12/8/2000 11:16:06 AM
From: MarkR37	Read Replies (1) of 54805

<<Before year-end, we should vote on whether Intel is a King or a Gorilla. I nominate it for king of the PC chip market (with bad management getting clobbered in other chip markets).>> I think Intel is a Gorilla on Main Street. They control an open proprietary architecture and there are high switching costs. <<TXN should be considered a king in the DSP chip market.>> I agree with this one <<We should also consider whether Gemstar should be listed in the thread header as Watch and Wait.>> GMST diluted themselves with the TV Guide merger. I agree it is too early to call them a Gorilla. I would like to see them spin off the publishing business and the ebooks business ASAP. I sold my GMST holding after their last earnings announcement. <<I think we should also consider whether WIND should be promoted to the G&K Index>> No tornado yet so no Gorilla. I like this company but am waiting for some hypergrowth. I think it should stay in the Watch and Wait. ORCL is a glaring omission in the G&K portfolio. I have never owned the stock because I think Ellison is an egomaniac and it has cost me. I also think RBAK should be added to the watch and wait. Cheers, Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next