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

To: JDN who wrote (18107)	2/16/2000 8:55:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

JDN, thanks for popping up here. I will be surprised if you get an opinion on MVIS. We haven't discussed it. If you or someone else who has studied TRFM wishes to present MVIS in gg terms, please do so.

To: JDN who wrote (18107)	2/16/2000 11:12:00 PM
From: William	Read Replies (2) \| Respond to of 54805

JDN do you think that MVIS is being perceived as a potential Gorilla? I have owned MVIS since it was $5.50, and have been a G&K since Unc started this thread a year ago. The key word in your question is potential. I think that MVIS has the potential to be a gorilla, yes. However, at this point it barely makes the snowball list. They are still a development stage company, without any product available to the masses. Yes, there is a lot going on with the govt, with Boeing, and recent announcements in the medical area, but you and I can't run out to Circuit City, Sears, of Wal-Mart and buy a MVIS anything. When Sony is selling a View-man for under a hundred bucks and Dell is shipping VRDs in place of CRTs and LCDs, MVIS will be a mighty hairy beast. But I expect that I will have to read 3 more MVIS annual reports before we see that. Potential yes, but don't go printing up the pongid birth announcements just yet. William