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


To: freeus who wrote (22402)4/7/2000 10:25:00 AM
From: Uncle Frank  Respond to of 54805
 
The GKI is intended to represent the holdings of the members of this thread as of the last portfolio survey taken during November, and is a small subset of the universe of Gorillas and Kings.

>> Are EMC, JDSU, NTAP, SEBL and Sunw definitely gorillas or kings?

The thread consensus is that the above are Kings with the exception of SEBL, who has been accorded Gorilla status.

>> Why isn't Oracle on the list: isn't it a gorilla? What about Nokia? Isn't it a king?

Neither orcl or nok met the arbitrary screen we set for ownership by G&Kers at the time of the survey. Oracle is identified as a primate in both versions of the fm. Since nok doesn't have 2X the sales of its nearest competitor, it is a Prince.

You can find more information about the formulation of the GKI at

Message 12384253

uf



To: freeus who wrote (22402)4/7/2000 10:28:00 AM
From: Bruce Brown  Respond to of 54805
 
deleted as I see UF is up and had his coffee...

BB