Sir Chartmeister,
I think you've got "potential" in the wrong places...not in 1) or 2) but ok in 3).
Unless things become completely unglued in the next two or so weeks, the W&W list will have once again out-performed the G&K list, while both have easily outperformed the NAZ.
I'm not sure how much better you could make it, or how you might make it much better.
There's one point of which I am certain. Collectively, this thread is far smarter than each individual. The discussions remain content rich with regard to individual companies, but if there is a shortfall, I feel it would be in our discussions and rankings of markets and their futures, as opposed to discussions and rankings of companies in them.
The recent disection of INTC for example might very will hinge not on it's IP or architecture control, but upon the relative furture assigned to chips versus servers, so we might better be looking at where INTC will be most able to grow market share.
This, for example, might explain why Lindy would put money into BRCD, and why Merlin would ask why he did that? I have no doubt Dancelot did so to turn a profit. It may not fit the Gorilla definition, but then, according to some here, Lindy might have put his money into INTC and aroused the same question.
Chaz
Chaz |
