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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (43328)6/8/2001 9:37:18 PM
From: Judith Williams  Read Replies (4) of 54805
 
BB--

in terms of my holdings...hope he keeps his mouth flapping

You might also want to egg Amerindo's Vilar on too. Not only does he support people who like to run around in tights for a living, his recommendations on Wall Street Week tonight and the rationale behind them should be music to your ears.

He concentrates on about 20 technology stocks that will dominate specific niches--he's looking for the next MSFT and CSCO (his basis in both was about six cents).

His criteria have a familiar ring:

1. technological dominance--does the company have a mission-critical proprietary intellectual property?

2. size of market--can it scale to mind-numbing numbers?

3. management--can it execute?

4. business model--can you make tons of money?

The only odd comment was on management: He believes that Class-A managers can only do a middling job without a technological edge, whereas even Class B managers can shine given the right technology. This observation struck me as short-sighted (even though he said his time frame was at least five years) since cracker-jack managers are generally needed to attract and retain cracker-jack people.

But the most interesting aspect of his comments dealt with the future direction he sees in technology. He envisions a movement from the old server-based/PC generation toward an internet-based technology with explosive B2B usage over fat pipes.

The old guard (CSCO, MSFT, SUNW, ORCL, INTL) will not, in his opinion, make this transition successfully and will pass the baton.

And guess to whom?

SEBL, I2, FIBR, and ONIS were players specifically mentioned as positioned for explosive growth (300%).

--Judith
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