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

To: Apollo who wrote (23447)	4/25/2000 9:37:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: One candidate... Bruce, of your candidates, what would be your single best pick for the next 12 months? I was going to choose one, but decided that it was akin to asking me who my favorite composer was or what my favorite wine happens to be (neither of which will double in 12 months time). Keep in mind that my candidate basket are games in progress, so this is no recommendation - just following the single best 'pick' criteria. Based on current valuations alone and huge demand for their products, I would go with Sycamore Networks. That, coming from an investor who sees incredible upside and strength from market leaders like Brocade and Redback. You see, I told you I couldn't say Mozart or Vichon without something else coming out as well... BB