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


To: straight life who wrote (8540)10/20/1999 12:52:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
gorilla's have the best and safest returns in the market.

kings like EMC, JDSU and DELL had as high or higher returns?


Yeah, lots of companies have higher returns than the Gorillas, but over what time span and how safely?

I made a lot of money on AOL and DELL, but I knew they were not as safe. And I ran like hell when I thought they were stumbling.



To: straight life who wrote (8540)10/20/1999 1:27:00 PM
From: Mr. Tomatohead  Read Replies (1) | Respond to of 54805
 
EMC trying to become gorilla candidate with increased emphasis upon software. This would wed customers to its product in a way more consistent with gorilla tenets. thoughts ? I am basically a believer in the gorilla/King distinction and see the distinct advantages of gorillas over the long term, but I am intrigued by the ability of Kings to transform into Gorillas. Input appreciated.



To: straight life who wrote (8540)10/20/1999 3:36:00 PM
From: Rick  Read Replies (1) | Respond to of 54805
 
SI said "That portfolio is private."

Couldn't see your figures. Perhaps you could post the highlights.

Thanks,
Fred