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

To: Uncle Frank who wrote (12690)	12/13/1999 3:16:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Reinventing the wheel has never appealed to me. To be avoided if possible IMO. But I am stuck. Ausdauer made an awesome presentation for Sandisk on this thread. Much much better than I can do. But in looking back I could not access his presentation - a series of posts as I recall. But too long ago to be available to me with my limited SI skills. Can anyone here help me with the process of going back in time - quite a while in this case - by poster? Or better yet, could a wiz like tekboy simply find and post the links? And of course since that time there have been well reasoned analytical posts by several who seemed to know Sandisk much better than I do. Hope they will reference their posts too. Very very pleased you have picked up on tekboy's suggestion on small young rapidly growing companies in areas of strong growth as "snowballs". Excellent analogy IMO. Respect and best. Cha2 PS The reason I mentioned Sandisk and the possibility of it perhaps, maybe, being considered a gorilla or gorilla candidate is that it seems to have some of the patent portfolio advantages as GMST. And Sandisk defends its patent position vigorously as GMST does. I doubt that it is a gorilla myself, but was suggesting that others might.