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

To: Percival 917 who wrote (6114)	9/8/1999 11:59:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

My vote to add to the W & W portfolio goes to 5 great performing stocks. They are, in no certain order, ARBA, PHCM, BRCD, PKTR, & ZOOX. Thanks for the nominations, Joel. Regarding ARBA, I think they might have a hard time in the future dealing with the big ERP players, i.e. SAP and Oracle. I have heard from my internal sources at ARBA that SAP is coming out with an "Ariba Killer". So I think that it would be wise to watch and wait on Ariba before we add it to the Watch and Wait portfolio <g>. I have been following the PHCM discussions here on the thread, and I have to say that I think that they have potential for the future because their product (even if it hasn't even been successfully launched yet) has many of the features that a good gorilla company should have. So I am going to accept your suggestion and I'll add it tonight. Besides, it'll increase the margin of performance my portfolio has over Franq's <gg> Gotta run, will repond later... Justin (From Franq's house)

To: Percival 917 who wrote (6114)	9/9/1999 1:48:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

My vote to add to the W & W portfolio goes to 5 great performing stocks. They are, in no certain order, ARBA, PHCM, BRCD, PKTR, & ZOOX. Joel, the other three stocks that I haven't addressed yet appear to be pebbles at this point, though shiny ones indeed! The products that they offer all appear to fulfill market niches, but I'd like to wait and see where these guys are in about 6 months. If you'd like to present arguments for any of them, I'd be more than happy to listen! Thanks again for the nominations... Justin