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

To: Uncle Frank who wrote (8211)	10/13/1999 10:19:00 AM
From: blan	Read Replies (1) \| Respond to of 54805

I've been lurking and learning since the mid 4,000, and was so fascinated that I spent two long weekends (sending my Tokyo phone bill up to staggering heights) backtracking and absorbing many of the earlier posts, then bought the M. I was extremely impressed with the framework GM and company constructed, and equally impressed with the way the thread has put it into practice--thoughtfully, carefully, and with a dash of tolerance and humor. (Note the T-word.) GG seems to be just what I was looking for--a game plan for a solid core holding (mature gorillas such as MSFT, CSCO, and INTC) along with a chance for stellar gains in budding gorillas such as Q. And a lucid framework that explains why one should buy and hold onto these muscled primates. Aside from the potential monetary gains, the tracking and hunting itself is fascinating. With that in mind, I thought I'd ask if anyone has been following ELON. While I have done my own admittedly haphazard DD on this, I am far from expert (bumbling amateur sounds about right). What intrigues me about the company, in the context of the GG game, is that it appears as if ELON is being groomed for gorilladom. Is this possible? While GM says a company cannot choose to be a G, I wonder if two Gs couldn't birth one? At present, ELON is no more than a primate in vitro (if that), but I wonder about its future-- particularly with CSCO as a doting mother and MSFT as a tolerant but distant father: biz.yahoo.com biz.yahoo.com (both are Oct 13 company press releases on Yahoo Finance under the ELON stock quote) Assuming there is more to ELON than a pebble's sheen, I would be curious to hear comments from anyone here with more experience, a keen eye for contenders, and thoughts on the possibility of primate "parenting."