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


To: 100cfm who wrote (9646)11/5/1999 4:41:00 PM
From: DownSouth  Read Replies (2) | Respond to of 54805
 
Feet, may I call you "Feet"?
Can't rank the Gorillas. Depends on your criteria. I believe that we would agree that Q has the most potential for big short term gains. One could argue that it has be most potential for big 3-5 year gains.

MSFT is the biggest in terms of market cap, but so...

CSCO and INTC have roughly equal market cap.

GMST is the youngest, waiting for its right of passage into rapid growth. Arguable very undervalued.

Look a the charts:
127.0.0.1:3456/SI/~wsapi/investor/chart?s=intc+msft+csco+gmst+qcom&pts=50&span=Weeks

Looks like QCOM is a momo Gorilla play <g>



To: 100cfm who wrote (9646)11/5/1999 6:11:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
has anyone ever ranked the gorillas?

Only in a general way. The top of the list goes to a gorilla that sells an enabling technology that is used by world-wide consumers at least 8 years old. Get out a piece of paper and write down all the companies you can think of that fits that bill. :)

--Mike Buckley

P. S. The piece of paper need not be larger than a postage stamp.