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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (911)	3/31/1999 7:01:00 PM
From: gdichaz	Read Replies (4) of 54805

To Uncle Frank: With due deference to the board leader, you, I would suggest that you might wish to revisit the Gorilla Game criteria, or failing tha, simple common sense. The old gorillas are getting grey. Where is the best opportunity? The new kids on the block IMO. And Qualcomm has a lock on the enabling technology which is sweeping the world. Waiting, why? My experience with Cisco, Ascend et al was that waiting was a losing game. If the gorilla is real. Jump. (Of course, Mike Buckley would suggest the contrary view - careful analysis in advance, etc. etc. But my early entries have paid off. Just IMO. And only move if based on careful analysis of the expoloding technology and the leaders - in this case the Q stands out head and shoulders. But as I said I am too ealy sometimes. :-) But not now. !! Again, with due deference as a newbie here. :-). Chaz too. (a brash old man :-) )Best regards and many thanks for the opportunity for discussion of the key issues in tech investing your initiative has made possible.

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