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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (48701)11/8/2001 10:41:30 AM
From: gdichaz  Read Replies (2) of 54805
 
Mike: Your understanding may well be Geoff's intention, but note: he certainly does not say so.

Just as a rose is a rose is a rose...., a portfolio is a portfolio is a portfolio....

And BTW I would suggest investing in "existing gorillas" only is too limiting even within high tech as a category - but that is just based on my experience and thought.

Once again though, which companies are the "existing gorillas"? Knowing that is crucial to action, no?

Best as always.

Cha2
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