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


To: unclewest who wrote (19870)3/12/2000 9:25:00 AM
From: stomper  Respond to of 54805
 
OT: trillion,

hehehe, I'm still working on accepting billions as a concrete number generally, let alone trillions :-).

-dave



To: unclewest who wrote (19870)3/12/2000 2:04:00 PM
From: swig  Read Replies (2) | Respond to of 54805
 
Unclewest,

As a lurker, I would like to thank you and the other knowledgeable members of the Gorilla Game for providing me guidance into NTAP, GMST, CREE, and ELON. I am not technologically-wise and feel that my posting would only clutter up your fantastic thread. I have taken an initial position in ELON and considering further next week as I readjust my portfolio.
Although I have tried to keep up with hundreds of posts, I have not noticed if competitors to ELON have been reviewed. It seems that companies like Dallas Semiconductor and HP are potential rivals. Although ELON is creating an impressive value chain, who are its primary competitors and how do they rate?
TIA, fading back to lurking,
swig



To: unclewest who wrote (19870)3/12/2000 3:30:00 PM
From: mauser96  Respond to of 54805
 
I believe the small revenues received at $0.15 are balanced by R&D expenditures for the makers of these chips, so it's overall revenue neutral to ELON.