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

To: mtnlady who wrote (15640)	1/19/2000 1:32:00 PM
From: mtnlady	Respond to of 54805

Addicted to tornados... Confessions of a true addict... Lol! It finally dawned on me Bruce that I have been 'unhappy' with Siebel's stock price as of late because we are, most likely, out the other side of the tornado now. CRM struck last two years and my Siebel/Clarify stock had huge gains almost daily. We are out the other side.. Siebel is the winner... and things have settled down. Now JDSU is in the Tornado (and NT to some extent to but they are only a prince.. possible king/co-king in the future at least as far as fiber optics is concerned). Anyway I am seeing the jumps to my JDSU stock like I did my Siebel holdings in years gone by.... I think I'm just addicted to Tornadoes... ;-) <g!!> ... I wonder if the huge run in the NAZ the last few years is directly attributable to so many industries going through Tornadoes... It would be interesting to know how many other industries are still going through this affect or will go through this affect and how that will relate to the NAZ's strength over the next 5-10 years..

To: mtnlady who wrote (15640)	1/19/2000 6:44:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

mtnlady, I don't know how long you've been lurking, but I post the monthly results of my not-real-money Front Office Gorilla Game that I've been playing for almost two years as a real-time test of Gorilla Gaming concepts. Relative to that, I've got another question for you, this time about ... Remedy.. now there is an interesting company - getting to be a niche' player though (help/support desk). You probably remember reading in the manual that the dominant chimp in a niche market is second in strength only to a GOrilla. In that context, do you consider Remedy the Gorilla of the internal help desk market being sufficiently different from the rest of the front office market? Or doyou think it's more appropriate to consider them the dominant chimp of a niche market within the front office market? --Mike Buckley