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

To: John Stichnoth who wrote (12542)	12/10/1999 5:39:00 PM
From: Len	Read Replies (1) \| Respond to of 54805

JS, I think IBM is still a great company. I just don't see them as a king or gorilla in the sense that is discussed here. For a short time I worked in a sales network that sold IBM semiconductors. At the time they were the words largest manufacturer of DRAMs. They also had wafer technology that far outstripped any competitor-- as a result they have become a fab for other manufacturers. I'm not looking for an argument; I'm mostly just shooting my mouth off. But, IBM would not be my choice for investment given limited capital resources. And not if my strategy is Gorilla Gaming. Regards. Len