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


To: James Sinclair who wrote (7527)10/5/1999 7:00:00 AM
From: Apollo  Respond to of 54805
 
Jim:

Great point on Genesis Microchip, related to chips for flat panel displays and HDTV. The Key in deciding whether Genesis is a gorilla candidate will be whether its product represents enabling hardware, and whether it has unique intellectual property that is well protected. Otherwise, what is to stop a very large cap from jumping into the market and creaming Genesis? Want very much to hear your analysis from a GG slant.

stan