Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JHP who wrote (49661)	1/3/2002 8:29:02 PM
From: Uncle Frank	Read Replies (2) of 54805

>> too bad EMC is not a gorilla,having a nice move! Kings are part of the G&K program, too. While we view both emc and ntap as Kings, some G&Kers favor ntap based on the model described in The Innovator's Dilemma. If you look at both ntap and emc, it appears to be a sector move. There's a bit of optimism re IT spending at the moment. finance.yahoo.com uf@maxbenchnowat250.com

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