Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Stichnoth who wrote (12593)	12/11/1999 4:25:00 PM
From: unclewest	Read Replies (2) \| Respond to of 54805

hi john, speaking of gmst i just received this e-mail from a friend and fellow gmst investor who lives in seattle. it fascinates me because i have a similar story for sears and sound advice stores here in south florida. unclewest ....did my "due dilligence" at the Circuit City store yesterday. Looked at about fifty television models and chatted up a couple of sales people pretty heavily. (fortunately, it was a slow period, so they were happy to talk). After looking at the Guide+ enabled sets (which Circuit City is specifically marketing against TIVO by pointing out that many of the features of the Guide are built in the set and don't require an add-on) I asked the lovely salesgirl how she got customers to buy a set. So much to choose from, so many options, sizes, picture choices, etc. She did not know why I was asking the question, but she said...."I show them the Guide. I explain how easy it makes everything for them. It seems to remove the uncertainty and it gets them excited about the sets". She seemed to have a lot on the ball, and I think she had found her technique. The guide makes a difference in the sales approach and gets even the average joe pretty excited about using that new big TV set. I am so much more alert to ads demonstrating GMST products now. Very exciting to see the full color circulars of the Guide+ as the key pitch point for these big electronic houses.

To: John Stichnoth who wrote (12593)	12/11/1999 5:19:00 PM
From: Len	Respond to of 54805

JS, I don't know hoe Notes is doing in the marketplace but I do know that those who use it love it-- once they fiogure it out. I do think there are lots of Kings that aree growing very fast, making lots of money, and whose stock is zooming. A few stocks that fit the bill and that are followed here include EMC, JDSU, and NTAP. In fact, from an earnings standpoint all are probably outperforming GMST at this point. GMST is a revenue growth/market share play at this point. IMHO. Len

To: John Stichnoth who wrote (12593)	12/11/1999 8:16:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

John, If you want to diversify, say have no more than 20% of your portfolio in any one stock, and stay in gorillas--not kings--then there aren't enough companies to fill out your portfolio. You either have to go into Kings or into older gorillas. 1) Qualcomm -- Gorilla of CDMA 2) SAP -- Gorilla of ERP (middle aged?) 3) PeopleSoft -- Gorilla of HR 4) Siebel -- Gorilla of the Front Office (if you're like the rest of the world that disagrees with me that Siebel is the proclaimed gorilla) 5) Cisco -- Networking (routers) Gorilla (middle aged?) 6) i2 -- Gorilla of the Supply Chain (if it's not too early to crown a gorilla in that space) I am uncomfortable having too much of my money in stocks that are growing like mad, but aren't making any money. All of the above are making money, though PeopleSoft is barely making money in the last two quarters and is losing money on the basis of trailing earnings. --Mike Buckley