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

To: Mike Buckley who wrote (18482)2/23/2000 10:15:00 AM
From: gdichaz  Respond to of 54805
 
Mike: What seems to be emerging is not that much of a surprise, and consistent with the a major GG idea, the value chain is a key element (if not the key element) in a gorilla's rise to gorilladom and maintaining that gorillaness.

As I suggested though, I do see an analogy between Wellfleet/Cisco and Ancor/Brocade. Curious if anyone else does. Best. Cha2

PS And, if so, what action that would lead to is another question.



To: Mike Buckley who wrote (18482)2/23/2000 12:01:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
RE: SAN DIEGO!

Since we are going to party at Tio Lios, and have a lot of out of towners, It made sense to me to set up Dinner there before the evenings entertainment.

I am going to go ahead and reserve dinner for everyone who is on the Lunch list. To save me a lot of mail, You are reserved unless you mail me otherwise.

I am also going to open this up to the others on the Q thread who are not with us at lunch. It will be a total Q Party!


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