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

To: Mike Buckley who wrote (15135)	1/14/2000 10:22:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

>>Stockhawk, I don't remember the details of your format. If a discussion of a company's partners and marquee customers isn't mentioned, I'd add that as well. It speaks to the strength of the value chain.<< Mike, I have to chuckle about this. I made a total of three post here last night and I included the "details of the format" in two of them - one of which was addressed to you - and you can't find them to review the details! Wait til Frank reads this! LOL - really. On a serious note, I did include the value chain and customers. >>I agree with John that it would be difficult to leave a discussion of management out of such a comprehensive format.<< I thought about management but rejected it as an element. First, I find it too nebulous. Second it takes too much information to evaluate properly. How many managers should be scrutinized - just the CEO, the COO, the marketing guy, the legal staff, the top techs? And if the company does not meet the G&K criteria it is largely moot anyway. If a co. passes our tests then we can move on to debates about management capabilities. JMHO, of course. StockHawk