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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (53799)	3/26/2003 12:16:45 PM
From: Thomas Mercer-Hursh	Read Replies (2) of 54805

G&Ks and potential G&Ks are the ones I own: @Home, Cisco, Citrix, EMC, Gemstar, Siebel Systems." Quoting a single poster's misimpressions, doesn't make the case. You would have trouble making a case that there was any consensus on the pongid or royal status of @Home and Citrix, for sure. While there has been a lot of discussion of EMC, a great deal of it has been in connection with NTAP as the more likely candidate. I also don't think there was broad based support for Gemstar, although a few seemed to be sucked in. Left with Cisco and Siebel, I'm not unhappy.

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