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

To: mauser96 who wrote (12285)	12/7/1999 2:52:00 PM
From: DownSouth	Respond to of 54805

Found this tidbit on the CREE thread. Of interest to all Gorilla/King hunters: Wireless and Fiber Optic Networks Boost Compound Semiconductor Sales to $10 Billion Communications applications predicted to grow at 33 - 40% annually Full text of article: keyconference.com

To: mauser96 who wrote (12285)	12/7/1999 5:16:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

SEBL is much further along to royalty or gorillahood than GMST or CREE. I own all 3, but SEBL is by far the largest holding i really was not trying to give advice..the gentleman happened to mention gmst, cree and sebl. i said he may have found 3 good ones. since i own all three also...and have done extensive dd on all three and like all three, i did not think it was unfair to indicate that i liked his choices. if tornado is used to describe earnings growth...cree is growing earnings faster than sebl...does that put cree in a bigger tornado?...i accept that cree is a shiny pebble for now. shiny pebbles can have enormous growth too. i expect gmst to blow right by cree and sebl earnings growth. heckuva day for all three...ctxs too. whew!

To: mauser96 who wrote (12285)	12/7/1999 5:47:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I think it may already be a gorilla, though this is open to debate. I continue to be surprised by the lack of interest in SI concerning a company that is one of the fastest growing in the world with a huge potential market. Dr. Moore has proclaimed Siebel as a Gorilla. Equally as important, so has Merlin <kind of>. I've been quietly accumulating sebl since November, and am very interested in "a company that is one of the fastest growing in the world with a huge potential market", particularly since it has pongoid predilections. No need to feel lonely, Luke, uf