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

To: Mike Buckley who wrote (17760)	2/11/2000 8:19:00 PM
From: KY	Read Replies (2) \| Respond to of 54805

Mike, Had a feeling you were going to nibble at my post. Also had a feeling you would not bite :) When you speak of GMST you speak of their "potential" to be both a godzilla in t-commerce and a gorilla in IPG. Or, in other words, VCR+ gorilla plus a lot of potential. If we are purely comparing SEBL/GMST gorilla markets (VCR+ vs. CRM), I would give the nod to SEBL. Am I miss-valuing the potential of the VCR+ market...alone? I feel like there is still plenty of time to get in on GMST's potential. In the meantime, I can allocate $$$$ in SEBL while taking more of a flyer on GMST as the tornado forms. Seems like a lot of us are trying to get in way early in the game for some of these potential gorillas (GMST, CREE, WIND, ARMHY) when the likes of the newly crowned and existing gorillas are staring us in the face. I'm all for enjoying the gains that one can enjoy at the beginning of the S-Curve, but in the crazy/volatile market we find ourselves in I feel like one of these days we are going to get burned. KY