Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (48706)	11/13/2001 10:28:05 PM
From: tekboy	Read Replies (2) of 54805

I don't recall Geoff every mentioning any other confirmed "existing" gorillas. wasn't he quoted more than once as putting JDSU, not to mention QCOM, in that category? moreover, regarding whether existing gorillas are sufficient for most portfolios, wouldn't it depend at least somewhat on where they were in the TALC? I mean, a question worth considering is whether we think that any of the silverbacks are on, or are approaching, main street. That would have important consequences for portfolio management, among other things.... tekboy/Ares@mooremooremoore,howdoyoulikeit,howdoyoulikeit.com

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