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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (33256)	11/12/1999 12:33:00 AM
From: dclapp	Respond to of 99985

you confuse the "gorillas" concept with P/E. gorilla isn't a de facto justification of an inflated share price. that's merely short-term sentiment which, as AG so eloquently says, can change very quickly. a company can be a gorilla and still be "historically valued"...as some might be soon. regards, doug

To: Robert Rose who wrote (33256)	11/12/1999 8:34:00 AM
From: theRedDog	Read Replies (3) \| Respond to of 99985

*OT* (Gorillas in the Mist) >>>>>>>> RedDog: I wish I had such a list. <g> One problem, is that potential gorillas are still in turf wars in some of these arenas. Another problem is how narrowly or broadly to define the tornados. The biggest problem is to master enough about the very wide range of technologies, and the constantly-changing specifics of so many players, to come up with any kind of worthwhile listing. <<<<<<< Robert, thank you for your answer. After I posted you, I went looking for "possible gorilla lists" I found very little except the obvious ones, (INTC, MSFT, CSCO, etc) that were gorillas (without knowing it <g>) before the book defined them. I agree that MANU was a blunder. (That sector doesn't lend itself to gorillas, I guess...) SAP was mentioned here and there, but the chart doesn't look like INTC or MSFT at all. LU was seldom mentioned and (I think) could be a gorilla. QCOM probably has a shot at being a gorilla. It's going to be a fascinating case-study to follow. (Better then MANU I hope) Take care, theRedDog