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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 11:32:08 AM
From: Eric L	Read Replies (2) of 54805

Frank, << 2001 GKI My suggestions >> Apollo made 9 suggestions on 10 companies that are candidates for our indexes in post 37714. My observations on those 10 companies are virtually identical to Apollo's. We must have read the same manual and followed the same discussions on each of these excellent companies. One exception: I still look at NTAP as a King of NAS (and EMC King of SAN), but DownSouth may convince me yet. I do (try to) pay attention. Either way, both belong on the G&K index. I would add that I have not paid sufficient attention to Brocade to classify it. Best I redo some homework on that one. - Eric -

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