Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mariner who wrote (608)	3/1/1999 11:26:00 PM
From: JRH	Read Replies (4) of 54805

Thread: Gorilla and King Watch and Wait portfolio up over 5% today!! I think that we have a nice group of stocks here! I would love to add some more who qualify, so keep the recommendations coming!! Mariner: Regarding ATI, what market segment is it in graphics that they dominate? Personally, I see the computer graphics industry as extremely competitive and almost commodity-like in the low(er) end. With that in mind, I don't think that they could ever become a Gorilla. For them to become a king, they would really have to have something that makes them stand out from the other commodity producers. For example, DELL, though in a commodity industry, has their manufacturing model. AOL has their content and the fact that switching to a traditional ISP can be somewhat traumatical for the users qualifies them as a King. Does ATI have any distinct competitive advantage? Justin G&K W&W Portfolio Chartmeister techstocks.com

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