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

To: Sweet Ol who wrote (10649)	11/18/1999 11:45:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Welcome, JRH. You know the question that must be asked? Well....did you? Did you RTFM? Galahad

To: Sweet Ol who wrote (10649)	11/19/1999 12:55:00 AM
From: StockHawk	Read Replies (3) \| Respond to of 54805

>>has there ever been a consensus list of Gorillas and Kings? << Welcome to the thread, John. That is a fair question, but I must tell you that you will likely get different answers from different people. As you know from reading the thread there is ongoing discussion and disagreement. With that disclaimer in place, I think most of us here would agree that MSFT, INTC and CSCO are established gorillas. Most here would list QCOM as a young gorilla and several feel that GMST is on the cusp. ORCL and SAP are often accorded gorilla status and some have declared SEBL to be one. JDSU is a popular king around here and several people follow ITWO, NTAP and EMC. Some of us (or perhaps it is just me) see VISX as king-material, and others feel that way about CTRX, and I have noticed quite a few GGers over on the SNDK thread lately. Also popular of late are posts on CREE and WIND, but they are in earlier stages than some of the others I would think. Frank has stated that he/we will revise the thread portfolios for next year, so we may be better able to gauge consensus as part of that process. StockHawk

To: Sweet Ol who wrote (10649)	11/19/1999 3:25:00 AM
From: Uncle Frank	Respond to of 54805

Hi, John. Thanks for stopping by. I see your questions have already been answered. Did you realize that your initials are the same as Sir Chartmeister's screen name? I think you're going to have to use JRH2 as your signature <g>. uf

To: Sweet Ol who wrote (10649)	11/19/1999 9:50:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

John, Welcome aboard, John. << has there ever been a consensus list of Gorillas and Kings? >> The original (rather defunct) Gorilla Game thread lists Geoff's original (FM or First Manual) 'Gorilla' stocks 127.0.0.1:3456/SI/~wsapi/investor/Subject-19790 Interestingly enough there is a category of stocks listed (Information Security space) that really represents a basket of potential gorillas and the category as a whole has done poorly since the FM was published. My take is that these companies were stuck in the chasm and a few (in particular RSAS) are starting to perform. I spent several years doing DD on SDTI/RSAS and also had dead money in my investments therein before selling in February. I think this sector deserves another look and I plan to revisit it. Does anyone here have any insight or opinions about this sector and Geoff's original picks? Check Point (CHKPF) Cylink (CYLK) Network Associates (NETA) Security Dynamics (SDTI) * Merger of McAfee and Network General since book was written. * Renamed RSA Security Inc. (RSAS) - Eric -