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

To: CRL who wrote (11399)	11/29/1999 1:18:00 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

CRL, I see you are a newcomer to the thread, so you might not be familiar with our ways around here. First, we follow a common investment strategy called the "Gorilla Game," based on the works of Geoffrey Moore et al. You can find links to glossaries and other data in the first post and elsewhere. Second, although we often do discuss news relating to our various favorite stocks, the main focus of thread discussion is about the longterm growth and earnings potential of those stocks rather than shortterm price movements. And while ARMHY has been discussed a few times on the thread, most have tended to see it as what we call a "shiny pebble" rather than a gorilla or a king, so it's not even one of our top interests. Third, where possible we try to avoid thread bloat and low signal-to-noise ratio by offering information rather than asking for it. So if after reading the "manual" ("The Gorilla Game"), catching up on recent posts, and figuring out what's happening with ARMHY you would like to tell us what's going on and what you think of it, we'd be thrilled to hear it. Prosperous investing, tekboy/Ares@uncleforaday.com

To: CRL who wrote (11399)	11/29/1999 4:28:00 PM
From: John Walliker	Respond to of 54805

CRL, 29 Nov 1999 13:52 RESEARCH ALERT-DLJ starts ARM<ARM.L> as "buy" LONDON, Nov 29 (Reuters) - Donaldson Lufkin & Jenrette said on Monday it started coverage of chip designer ARM Holdings Plc with a "buy" recommendation. Further detail was not immediately available. ARM shares -- among the UK's top performers this year -- rose 170 pence or 6.2 percent to 2,920p by 1357 GMT, after earlier hitting a new peak of 2,998p. At today's high the stock was almost ten times its 319p level at the end of 1998. ((David Holmes London Newsroom +44 171 542 4367 fax +44 171 542 2120, uk.equities.news@reuters.com)) For research reports, go to Reuters Broker Research on Reuters Web at rbr.session.rservices.com. ------------------------------------------------------------ I have held (most of my) ARM since summer 1998. I continue to be surprised by the places where I encounter ARM chips. They are sometimes used in the products of companies who make competing processors, but the engineers involved seem to have persuaded the management not to use the home grown devices. John