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


To: Mike Buckley who wrote (12722)12/13/1999 6:09:00 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Mike: Chronology: LindyBill calls for Young King nominations.

Since that time few if any tried to suggest any, so I asked again if there were any suggestions for discussion. (I am interested since gorillas are rare - especially young ones)

There have been a few Young King suggestions.

Brief.

But why not consider them?

If they don't fit. Discard.- but after some discussion.

For example, I have followed Citrix as long as you have. The only software thin client I could find when networking was my focus. I have moved away from networking to wireless and fiber. But keep up a bit. Citrix is a fine company and has a major role in linking people using its thin client software. Some amazing things are possible using Citrix, such as controlling a computer in California from Floria seamlesly. And Citrix is a very good investment IMO.

But I disagree that Citrix is a gorilla.

Let's discuss, particularly since Citrix falls short of being a gorilla in my mind because it is as dependent on Microsoft's goodwill (a dangerous position to be in to say the least) as Rambus is dependent on Intel.

Just IMO.

But lets see.

You know gorilladom and the GG book way beyond what I will ever know, so I am at a major disadvantage.

But even so, lets see what happens.

Respect and best as always.

Cha2