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

To: dwayanu who wrote (17014)	2/2/2000 2:17:00 PM
From: ggamer	Read Replies (1) \| Respond to of 54805

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To: dwayanu who wrote (17014)	2/2/2000 4:16:00 PM
From: Bruce Brown	Respond to of 54805

Ummm, word of caution. I believe those companies are specifically the networking companies that are formally covered by BBRS analysts, and do not particularly represent anyone's personal 'project hunt'. At the least, some of those companies (Paradyne, Ramp) are only there because BBRS was their underwriter, and not because there is anything notably good (in our sense) about the company. That's exactly why I said this in my post: "Of course, the tornado is not limited to only these companies, but you know how it works and why BBRobbieStevens are covering certain companies. However - it's a good start when one adds the competing companies to the appropriate categories. I'm also happy to note that several of the companies involved in Project Hunt sit firmly in the IP/Broadband tornado and others have been presented or mentioned on this board in the past months." I figured the sentences in bold were self-explanatory of the underwriting issue and why certain companies were covered. That's also why I suggested adding the competing companies in each appropriate category that BBRS don't cover. Perhaps I should have spelled it out clearer, but my mind works at a different speed than my ten digits. BB