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

To: Eric L who wrote (4487)	8/1/1999 11:57:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L.: You mentioned you are doing DD on JDSU. Given your knowledge of GM's books and him as a person, will look forward to your evaluation of JDSU the company in the GG context. Slighly different focus: Given your knowledge, do you see any point in trying to pick out potential gorillas or kings early (possibly a few or a "basket" in a rapid growth field to watch or even invest small amounts in) or do you prefer to wait until the company has crossed the chasm or at least entered the bowling alley before undertaking DD or initial investment? Cha2