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

To: gdichaz who wrote (14630)	1/8/2000 10:52:00 PM
From: Mike Buckley	Respond to of 54805

Cha2, Great questions about choosing and looking for Gorilla candidates. First, remember that I own six tech stocks and only three of them were bought since I became a Gorilla Gamer. Gemstar is a company I was very familiar with before the manual was published. I was also aware of Qualcomm thanks to you, of course, when the news of the Ericsson deal prompted me to put the company under the microscope. EMC is notable by virtue of the fact that I bought it thinking it is a Gorilla, to realize later that a lot of people I greatly respect around here think it's a King. My weakness as a carpetologist might have been openly exposed in that thinking. These days my Gorilla-searching mode is in the "off" position. Should I flip the switch to "on," I would definitely start right here. I'd look first for industries exhibiting high growth that I might be able to understand. (That screens out a lot of 'em right away!) I would then take a good close look at the leaders. After doing my DD, I'd ask everyone here about my conclusions. All other things being equal, my choices in order of preference would be: 1) Enabling technology used by consumers 2) Enabling technology used by businesses 3) Apps technology used by consumers 4) Apps technology used by businesses Hope this helps. --Mike Buckley