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

To: 100cfm who wrote (12257)	12/7/1999 11:19:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> my bigger concern is as down south pointed out. could we be mislabelling young gorillas as kings and thus missing some opportunity?? Labeling a Gorilla as a King is not the worst thing that can happen. The gang is in to both, as the posts over the last few days have shown. If we find, after careful review, that a company we have labeled a King, such as jdsu or ntap, is actually a Gorilla, it will just mean we don't need to hold it lightly. I'd like to suggest we drop this topic since we've explored it in detail, and everyone has had a chance to express their opinion several times over. At the present time, the consensus is that jdsu is a wonderful, powerful, young King. Now, as Goeff would say, let's get on with our lives. uf