Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chaz who wrote (18186)	2/17/2000 10:12:00 PM
From: k_maxwell	Read Replies (1) \| Respond to of 54805

chaz - shouldn't CREE be on the list? I know some of the elders here have posited that CREE hasn't crossed the chasm, but I thought fatboy or someone did some pretty comprehensive posts a few weeks back on CREE. Dang good job, I might say, I got in at $115, and told me mudda to buy some too! 63 year-old mom, the mo-mo tech investor.

To: chaz who wrote (18186)	2/17/2000 10:41:00 PM
From: chaz	Read Replies (3) \| Respond to of 54805

There have been recent suggestions for companies to be added to the Project HUNT list, and several newly arrived posters have expressed interest in participating. The current group of 30 is about 25% completed, and reports are arriving about one per week. Obviously doing one of these reports is a demanding task, more for some than others I suppose, but time consuming for all. So, before we(I) go nuts by adding more and more companies and more and more volunteers, I'd like to toss out a few comments for the thread to consider in the matter. Uncle frank has never discouraged a thread poster from coming forth with a GG presentation of any company on the poster's mind. I certainly don't want to disrupt that marvelous precedent. Generally speaking, those companies have been what we might call at least "mid-cap" size, and for the most part, most had left fairly well describable primary/royalty tracks. HUNT, on the other hand, seems to be built around smaller companies whose bloodlines are not yet fully established, but which are leaving a few hints for those who know how to sniff, like us guys and gals. The W&W list feeds the G&K list, and HUNT was/is designed to feed the W&W list. We've seen eight really superb reports, and there'll be more to come, some will be keepers, some discards. The question now is; Do we want to finish what we've got and then begin again, say six months from now, or turn HUNT into a rolling program with an open season on new nominations? My personal preference you ask? Finish the job in hand, select the most promising of these 30, discard the rest, then begin anew. Other opinions/suggestions welcomed. Chaz/Thucydidies

To: chaz who wrote (18186)	2/17/2000 11:51:00 PM
From: Smacs	Read Replies (4) \| Respond to of 54805

Advice on a possible Gorilla... I'd like to do a Gorilla analysis of my own, mainly just to go through the process, and I wanted to get the thread's impression about the company that I'm leaning towards. I've been following ATI Technologies (NASDAQ:ATYT or TSE:ATY) for quite a while now and recently I've seen some signs that something might be brewing in the E-Appliance and/or mobile computing markets. ATI is currently THE leading graphics card developer for PCs supplying DELL, IBM, Apple, Gateway, etc. for desktop and laptop computers. The laptop component has been extremely good to them and the have had solid revenue/ernings growth for years. While sales jumped 67% between 1998 and 1999, that's not where I see the possible tornado. ATI has made it well known over the last year or so, that they were going to be moving head-on into the E-Appliance and mobile computing markets and have been designing cards expressly for this purpose. I hadn't seen much about it taking off though until they announced early this week that they have been chosen by Sony for their VAIO Slimtop (mobile). Then shortly after that, they announced that they will be supplying Sony with the graphics and video components for Sony's set-top boxes and would be the supplier of choice for the lifetime of the boxes (E-appliance). Then a couple of days ago, ATI announced the aquisition of ArtX Inc. for $400M which not only places them directly at the top of graphics side of the E-appliance industry but brings them established business with such notables as Nintendo, Acer and Matsushita. Now, I work in the Computer Graphics industry, so I am fairly aware of the competitive issues involved, but I would love some feedback regarding the potential for gorilladom. My initial reaction is that we might be looking at more of a King due to the fact that they are in the business of component design, but with a current P/E multiple of slightly over 30, I think it well worth the study time. Any thoughts? Should I continue looking at this one? -sm-