Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (48702)	11/8/2001 12:27:01 PM
From: Bruce Brown	Read Replies (2) of 54805

Once again though, which companies are the "existing gorillas"? Knowing that is crucial to action, no? Since I have been a member of that listserv digest for quite some time, I can vouch for the discussion that puts Microsoft, Intel, Cisco and Oracle in that light. Geoff also went with the gorilla term for Siebel and i2 at least two years ago. Outside of that, from the original test portfolio, Checkpoint is the remaining holding in the security software sector and remains the best performing member of that "experiment" to date: siliconinvestor.com I don't recall Geoff every mentioning any other confirmed "existing" gorillas. In the godzilla framework, eBay and AOL are often mentioned. BB

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