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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: areokat who wrote (38748)1/31/2001 5:47:49 PM
From: kumar  Read Replies (2) of 54805
 
stocks that lead the way up this year may be the Silverbacks?

I suspect yes. Also, look for the Silverbacks to enter areas of technology that are complementary to, and leverage their core technology lead. Example : Todays PR about Cisco getting into Unified Messaging. Cisco invested in sw.com about 2 years ago, bought a company called Amteva around the same time, and now we are seeing that transform into a product offering that leverages Cisco's dominance in routers, using software "once again" to create a BTE for competitors.

cheers, kumar
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