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

To: JRH who wrote (14821)	1/10/2000 11:25:00 AM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Per recent discussion, it seems that PSFT has a questionable and slipping status in HR and nothing vaguely resembling gorilla status as a company overall. I.e., they are not now a company we should be interested in and trends seem in the direction of making them less so.

To: JRH who wrote (14821)	1/10/2000 11:57:00 AM
From: gdichaz	Read Replies (3) \| Respond to of 54805

JRH: Justin: BRCM is an excellent example of the danger of falling between the cracks here. BRCM is IMO a perfect candidate for the W&W. Are you saying that any king or prince that Frank does not include in his list should sink without a trace, and not be followed here at all? BRCM is the premier broadband chip company with the most diversity of any of its rivals. It is not a gorilla. It is probably not a king in some of the areas, cable, set top boxes, wireless, computers, internet, and on and on but it is probably a prince at least in a few. If it is dropped, where is the discussion of it to take place? Or should there be no discussion at all? We all know the company boards are usually hopeless for any indepth discussions - the Q and Cree boards being exceptions. Even the JDSU company board is now a traders board. Sad. So what to do? Best. Cha2