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

To: mauser96 who wrote (12898)	12/17/1999 11:25:00 AM
From: gdichaz	Respond to of 54805

Lucius: If we are limited to one for "best" prospects, then Qualcomm is my suggestion. The next Qualcomm is Qualcomm. Reason, the wireless data / internet nexus. Cha2 Next for me is JDS Uniphase even though it is a King. Reason, the widget supplier for exploding growth fiberoptics space.

To: mauser96 who wrote (12898)	12/17/1999 11:44:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

One stock? Q, of course. Currently in the wireless telephony tornado, they will soon multiply their momentum by entering the HDR tornado. This double twister effect should produce results beyond anyone's expectations. My second choice is Gemstar. They are probably in the early stages of the ipg tornado already, though we don't have data to confirm it. By owning an impeccable ipr portfolio, they are ideally positioned to capitalize on T-commerce. My third choice - Network Appliance, King of NAS, a sector highly endorsed by the visionary, Gilder. I have to admit prejudice, since all of the above are in my portfolio <g>. uf