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

To: Mike Buckley who wrote (3407)7/4/1999 10:46:00 AM
From: Apollo  Read Replies (2) | Respond to of 54805
 
That's where I think King and Gorilla investors can formulate some long-term investment strategies that don't require knowing exactly what the status of the PC will be at any point in time. Instead of focusing on the device, we can focus on how the data is delivered and stored because, regardless of the device used to communicate, we know more and more data has to be delivered and stored.

--Mike Buckley

Ok. So does that brings us back to EMC & NTAP, with estimated growth of about 30% per year? That misses LindyBill's requirement of about 100% per year growth. Are there better plays? Yeah, OK, I'm already playing Qcom. But what else? some not yet so discovered....

Stan



To: Mike Buckley who wrote (3407)7/4/1999 11:04:00 AM
From: Uncle Frank  Respond to of 54805
 
Mike, my jungle detector is starting to go off. I don't know what rnwk is, but msft's capitulation last week must is some kind of wake up call. Streaming audio and video coupled with broadband is already regarded as the next killer app. I wonder if rnwk's patent portfolio positions them for near term greatness?

I'll be cruising the rnwk thread to see if I can get some ideas.

Frank


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