Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (37698)	1/10/2001 10:39:44 AM
From: Apollo	Read Replies (1) of 54805

2001 GKI My suggestions: 1. Delete GMST, which at this time is neither a proven G or K. Move GMST to W&W. 2. NTAP is a G, of its space, NAS 3. CREE is W&W 4. SNDK is a Gorilla candidate, not just a shiny pebble, but at this moment we haven't ascertained its "lock" on its space and so is not yet a gorilla. I would put its products/IPR in the bowling alley, approaching tornado status. Belongs in W&W. 5. WIND is a mystery to me. Don Mosher's excellent report reminds me that it is difficult to call the tornado with its software products......I believe there was a time lag of sorts. W&W? 6. RMBS is a gorilla of RDRAM, and Sony Playstation 2 is tornadoing. It is a nascent gorilla. It belongs in GKI. 7. SDLI should be rolled into JDSU; can change GKI later if merger not approved. 8. ELON is a shiny pebble, without widespread adoption of its products, as I understand it. SPs don't belong in the GKI. 9. Juniper and Broadcom are companies I don't know enough about, but should Princes be listed in the Gorillas & Kings Index? Or should they stay in the W&W; for consistency, I would suggest the latter. thank you for all of your hard work, King Arthur Apollo

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