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

To: Uncle Frank who wrote (2603)	6/13/1999 12:01:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Frank and all, Until tonight, it had been a long time since I reviewed the list of potential gorila breeding grounds. The item on the list called "Next Generation Memory" is about the stuff that Rambus is into. I'm concerned that it might be confused with Flash Memory which is entirely different. To clarify things a bit, it might be a good idea to add Flash Memory to the list and to be more specific about Rambus's domain. Unfortunately, I'm not familiar enough with Rambus's product to be clearer about it. Maybe someone can help out. Since no body seems interested in pursuing the sector of pest-resistant seeds as a possible breeding ground, we probably should eliminate it entirely from the list. Of all the people I've seen on this thread and in the Motley Fool thread on AOL, only one person contended that pest-resistant seeds should remain on the list. The consensus was that one pest-resistant seed can be replaced in a continuous innovation by a better pest-resistant seed, making it a battle of royalty, not gorillas. In summary, I think the list needs to be updated if for no reason other than my concerns mentioned above. Everyone should be encouraged to discuss any other potential breeding grounds that aren't already on the list. --Mike Buckley