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

To: John Stichnoth who wrote (21890)	3/31/2000 2:05:00 PM
From: Ausdauer	Respond to of 54805

John, SanDisk has had some significant developments regarding their IP defense which have become public knowledge. Thought anyone following this little company making "commodity" semiconductors for the consumer market may wish to update their d.d. files... Legal proceedings Message 13320433 Gorilla Power??? Message 13321836 possible implications Message 13322512 BTW, SNDK is still $50 off its high of earlier this year. Ausdauer

To: John Stichnoth who wrote (21890)	3/31/2000 10:49:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

John, I'll let Mike speak for himself, but he's observed in the past that some of those areas DNA here. Chaz

To: John Stichnoth who wrote (21890)	3/31/2000 11:08:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Since this has now been brought up twice: Look back to Mike Buckley's hunting grounds post. It listed "Pest Resistant Seeds" as a possibility. John and Chaz, That entire list of potential breeding grounds you referred to was not recommended by me though some items on the list were. I merely compiled the list of suggestions made by everyone in the now defunct Fool Gorilla Game thread on AOL. Since you and Chaz are discussing the fact that pest resistant seeds is on the list, I want to mention to you and everyone that I made special mention of that particular subject to be certain that everyone knew my thoughts. In that same post you'll see that I wrote, "My personal opinion is that pest-resistant seeds by definition are not the domain of gorillas, but you might disagree." I haven't changed my opinion in the roughly two years since that list was compiled. --Mike Buckley