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

To: freeus who wrote (8647)10/22/1999 9:18:00 PM
From: Peter Sherman  Read Replies (1) | Respond to of 54805
 
Rambus - definitely no
GMST - I think so, but the jury is still out
MSFT - yes
CSCO - yes
QCOM - yes [ early ]
IMHO, FWIW



To: freeus who wrote (8647)10/23/1999 1:28:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
I agree with Peter's response, except you need to add Intel. The authors of the GG also dub Oracle a Gorilla, but some of us feel they have slipped out of that elite group. And there is strong support for Siebel's nomination and a rising level of support for i2.

Price is not an issue for Gorillas. Most of them are purposely held at a high price, which is just a matter of managing their splits.


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