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

To: shamsaee who wrote (15203)	1/15/2000 9:29:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Shahram, when a new enabling technology comes around and is in the tornado stage with no clear gorilla,moore suggests to buy a basket of companies That tends to be more of a practical possibility with applications technologies than with enabling technologies. In the latter case it is not often that you'll have many companies competing. Very often there is only one enabling technology in the competitive arena and usually no more than two. --Mike Buckley