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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (36471)1/10/2001 1:23:38 AM
From: Uncle Frank  Read Replies (7) of 54805
 
2001 Gorilla and King Index

It's time for debate. The rules for consideration as a GKI component are >$10B market cap, >10% ownership, and claim to Gorilla or King status. I've taken information from Apollo's Portfolio Parade, and put in my best guesses. If you disagree with this first cut, let's hear from you before the end of the week. I'll observe, look for consensus, and link the 2001 GKI to the thread header this weekend.


       Ownership    Mkt. Cap	Type	GKI
QCOM	  90%	       55	  G	 Y
NTAP	  73%	       16	  K?	 Y
GMST	  63%	       18	  G	 Y
JDSU	  60%	       42	  K	 Y
SEBL	  48%	       27	  G	 Y
CSCO	  46%	      267	  G	 Y
CREE	  44%	        2	  SP	 N
EMC	  36%	      140	  K	 Y
SNDK	  28%	        2	  SP	 N
INTC	  25%	      217	  G?	 Y
WIND	  25%	        3	  SP	 N
RMBS	  21%	        4	  G	 N
SUNW	  16%	       95	  K	 Y
ORCL	  15%	      177	  G	 Y
SDLI	  13%	       14	  P	 N
ITWO	  13%	       17	  G	 Y
ELON	  12%	        1	  SP	 N
MSFT	  11%	      276	  G	 Y
JNPR	  10%	       37	  P	 N
BRCM	  10%	       23	  P	 N
BRCD	  10%	       18	  K	 Y


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