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


To: mtnlady who wrote (22089)4/3/2000 2:31:00 AM
From: Mike Buckley  Respond to of 54805
 
"Kings are good but it looks like they take it on the chin a little harder than gorillas during a downdraft."

Followed by: Not so look at Siebel. Ouch. Perhaps it's better to say very long established gorillas don't go down as much.

I have no empirical evidence to support my thinking, but if I had to make a bet it would be that the companies whose market cap decreases the least in a downdraft are the mature enablers. Siebel is neither mature nor an enabler.

--Mike Buckley