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

To: LindyBill who wrote (8541)	10/20/1999 2:10:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

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. We could certainly argue that the returns on the below companies - regardless of what they are (royalty, Godzilla or Gorilla) - will continue for all of them. Knowing the degree of risk is, of course, important as an investor. One could make a case that safety is never a given. We all have to choose our degree of risk and, as Lindy did, when to run like hell. Outside of Dell, I used all the start dates of when these companies began trading on the exchanges. The returns on AOL and Dell read like this: Godzilla AOL: 1992 to present - over 45,000 percent Prince DELL: 1991 to present - around 40,000 percent (I could have gone back to when Dell began trading in 1989, but the return is the same whether one begins in 89 or 91. I used 91 to bring it more in line with Cisco and AOL's lifespan.) The returns on Gorillas, Cisco, Microsoft and Intel read like this: Cisco: 1991 to present - over 42,000 percent Microsoft: 1986 to present - over 41,000 percent Intel: 1986 to present - over 5,500 percent The returns on other Gorilla type stocks such as Gemstar, Qualcomm, Siebel and i2 read like this: i2: 1996 to present - 150 percent Siebel: 1998 to present - over 175 percent Qualcomm: 1996 to present - about 1000 percent Gemstar: 1996 to present - about 1000 percent BB