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

To: Mike Buckley who wrote (6011)	9/5/1999 12:15:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> how I pray it's not Northwestern University, my alma mater. I said a major university, Mike <g>. I wouldn't worry about Jill looking at your dangling participles; she's probably seen them before <vbg>. uf

To: Mike Buckley who wrote (6011)	9/5/1999 2:26:00 PM
From: Sunny	Read Replies (2) \| Respond to of 54805

Mike, as anointed GG strategist, where do you think JDSU and RMBS currently stand in the GG market life cycle? How do you, or will you recognize a jump or change in status? Based upon what you know today what do you foresee their status to be G, K or other? Sinse the GG seems to be applied to companies that ultimately have mass markets, how do you judge a company like CYMI that has the overwhelming dominant position in the enabling technology for the engine that is driving the chip business? Does the GG model apply? Sunny