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

To: HeyRainier who wrote (12895)	12/17/1999 7:13:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Wow! And you manage a portfolio to boot. Pick up a copy of the January Red Herring and read the article "Ten tech stocks for the next century" on page 280. Microsoft is right in that group of ten and it explains why. There are a few others that have been discussed on this thread or on the Gorilla Game investing in the eWorld thread as well. However, in terms of a gorilla or a King, you will find Microsoft and EMC to be our only representations for the Red Herring 10. Of course, that's only Red Herring's prediction. In terms of the value chain surrounding Qualcomm, you will find Nokia on the list which is one stock that you mentioned in your post in addition to a few others. As to the question of 'what companies do you consider to be better than MSFT?' - it's hard to ascertain what you mean by 'better'. It's difficult to compare MSFT to CSCO, NOK, QCOM, GMST and qualify the word 'better'. Of all of those companies you mentioned, I think we would agree that Microsoft is the 'technology/internet/entertainment mutual fund' of the bunch with a market capitalization marching on well past the half a trillion $ mark. If you want to talk about return on investment, that's another issue. We could discuss the technology adoption life cycle of all those companies and many more and try to see if any one is 'better' than the other based on where they are in the cycle and how they are performing at their respective points in the cycle for each of their product divisions. We could talk about a list of 'better' companies that are not big-cap technology stocks as well. We could just talk about the balance sheets. That's a pretty impressive list of companies and they all have their 'better' qualities making them fine investments. After all of that rambling, I guess I am still confused by your question of 'better'. What do you think is a better company and why? BB

To: HeyRainier who wrote (12895)	12/17/1999 9:28:00 AM
From: mauser96	Read Replies (3) \| Respond to of 54805

A better question might be "If I had a few thousand dollars to invest today, what would be the most likely G&K stock to buy? Which has the most potential price appreciation for the next year or so? I don't own any of these stocks now, so diversification isn't a problem , but I want to buy only one stock now." That's a tough one. I probably would vote for JDSU, but if asked next week might have a different guess. This question really boils down to figuring out which company is in an early tornado stage and at today's price may not be fully valued by the market. Anybody like to cast their vote?