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

To: sand wedge who wrote (10138)	11/11/1999 10:40:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Please tell us more. Cha2: Any comment to offer on this one?

To: sand wedge who wrote (10138)	11/11/1999 11:20:00 PM
From: mariner	Read Replies (1) \| Respond to of 54805

Sandwedge I'm sure Charter has turned a few heads, but by FM definitions I don't think it has Gorilla potential. The service provider field is pretty crowded. I'm sure some will do well (I'm betting on WCOM) but I don't think any would qualify as GG candidates. Perhaps others feel differently, feel free to disagree, debate. For thread info, finally bit on CREE today(duh why not a few days ago BEFORE the run up). Am watching GMST cruise higher but I simply don't have a good feel for what they do. I've never seen this service so I'm having difficulty wrapping my brainbox around the concept. Can someone point to a site where I might see an example of GMST's service? Merci Congrats to all on yet another great Q day. Really good to see CSCO running again. A wonderfully raining, gloomy Remembrance Day north of the border - got soaked at the ceremonies. Miserable, just as it should be. mariner