Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (14683)	1/9/2000 10:48:00 AM
From: Eric L	Respond to of 54805

<< * Y2K Gorilla & King Index * >> Great! Thank You. - Eric -

To: Uncle Frank who wrote (14683)	1/9/2000 11:38:00 AM
From: H Peterson	Read Replies (1) \| Respond to of 54805

Uncle Frank, Late last night I was looking at the G&K Index for 1999 and was going to print it out but it was late and went to bed. I was glad to see the new list this morning. The new one overlaid the 1999 list so I am not able to print last years out. Is there anyway you can put 1999's back up for a short time? I was going to put it in a portfolio and track it for a few years just to see how they did in the long term. TIA H Peterson

To: Uncle Frank who wrote (14683)	1/9/2000 12:24:00 PM
From: Mike Buckley	Respond to of 54805

Frank, I admire the way you handled formulation of the GKI. You sought everyone's opinion yet remained autocratic in your decision, maintaining a healthy balance between the two. Relative to that, I want to extend my deep personal thanks for the admirable way you have come back from your mini-debacle of the past and returned consistently to your ways of being the best darned thread leader in cyberspace. We all owe you, but don't want to tell you how much for fear you'll want to collect. :) --Mike Buckley P.S. And if you think this is a set-up for more disagreement to come my keyboard, you've assessed the situation properly, as usual. :)

To: Uncle Frank who wrote (14683)	1/9/2000 1:01:00 PM
From: dknopf	Respond to of 54805

Thanks much! After seeing your original Y2K list back on December 26th I understand why AOL, CMGI and now for different reasons LU were not included. I was curious why DELL didn't make the cut and why ORCL and YHOO were omitted from the December list. I'm new to the talk section as of today. It took me until now to make the investment. I will admit to being one frugal CPA. I look forward to the Y2K version of the watch and wait list with much anticipation. Thanks

To: Uncle Frank who wrote (14683)	1/9/2000 4:48:00 PM
From: Bruce Brown	Respond to of 54805

Uncle Frank, I quaff carouses to you and the new Y2K index. Not to worry, I'm quaffing with a 1998 bottle of Geyser Peak Chardonnay from Sonoma County (God, this stuff is really sweet!). Next time it will be with a proper California red and not this sweet white stuff. I see that my mutual fund, I mean portfolio owns shares of all those listed bar Sun Microsystems. Not to worry, I'm not going to rush to add that to my 'fund'. Thank you for the hard work and the organization of the data. Now, let's get our index in positive territory for the year! BB

To: Uncle Frank who wrote (14683)	1/10/2000 10:24:00 AM
From: Eric L	Respond to of 54805

Frank, << * Y2K Gorilla & King Index * >> Did you read the excellent cover story in the December 6 issue of Fortune about the "Fortune e-50". It was quite good. The "Fortune e-50" breaks down into 5 categories of company: * E-COMPANIES -(the Godzillas) * NET SOFTWARE AND SERVICE COMPANIES - (the Gorillas Microsoft and Oracle which of course is absent from our G&K portfolio here, along with some other companies we discus like Citrix Systems, and Exodus) * NET HARDWARE COMPANIES - Here is the meat of our portfolio including INTC, CSCO, SUNW, QCOM, EMC, NTAP along with Broadcom and Dell which get mentioned here often * NET COMMUNICATION COMPANIES - which includes Global Crossing. The link for the online version is (Introduction is a good read): pathfinder.com Seven of our 10 "large cap Gorillas, Kings, and Princes with Attitude" that comprise the The G&K Index are in the "Fortune e-50". The exceptions are JDSU, GMST, and SEBL. Enough of that ... I have a question and it relates to a question that Erick had. He has asked how he should categorize selected companies for post tracking purposes? What do you think about these above categories for the 7 companies on our Index and companies like them? There is probably room for some debate. Qualcomm here is "Net Hardware" instead of the classic "Comm Equipment" or "Wireless Telecom" (which is too narrow) for instance? I kind of like Fortunes categorization but am wondering your thoughts. These categories do not cover all the categories we talk about. JDSU? "Net Hardware"? I classify it mentally as "Broadband" or "Optical Components but classically it is "Diversified Elctronics" and EMC & NTAP could be "Data Storage" instead of Net Equipment". Your thoughts. I don't think Erick has gotten direct responses to his question relative to his important endeavor. - Eric -