Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (718)	3/9/1999 12:32:00 AM
From: Uncle Frank	Read Replies (3) of 54805

Mike, I think we have a definition problem. The G&K Index was designed to hold current Gorillas and Kings and companies that were well on the way to becoming Gorillas or Kings. I included dell since I felt they would soon pass ibm and cpq, and I think cpq's upcoming earnings report will verify that a palace uprising is in progress. At the present time there is no King in the box maker sector, but dell's arrangements with ibm, the details of which I do not think have been fully revealed yet, may yield one. Frank

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