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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Steve Warkentin who wrote (2536)	6/8/1999 5:20:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

I believe BRCM should be a Gorilla and King Portfolio candidate. They are a candidate. Just not on the big board yet! See: techstocks.com Justin

To: Steve Warkentin who wrote (2536)	6/9/1999 12:40:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I believe BRCM should be a Gorilla and King Portfolio candidate I agree, Steve, but it sure would be tough to get Chartmeister Justin to give it up from his W&W port <g>. BRCM has been kicking butt in its sector, though I expect intc or txn to make a run at them down the road. In the meantime, they should continue to post great numbers featuring outstanding margins. They are just hovering around a $10B market cap, with is the minimum for the G&K Index; why don't we watch them closely this quarter and see if they can sustain their growth. Frank