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

To: tekboy who wrote (25673)	6/1/2000 2:06:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

stan said: "But I am out, simply because EXDS is a King, and not a gorilla or gorilla candidate; and because someday, the massively growing competition will catch up, or at least undercut revenue growth." Tektoddler said: "hey, NTAP and JDSU are kings too, remember" Yeah, I know that. Thanx for the newsflash! <LOL> There are other differences that I didn't mention in my first post for purposes of being concise, but since you raise the issue, I'll point some of them out now to you and other newbies. <gg> 1. NTAP & JDSU make lots of money. EXDS is in the red. 2. NTAP & JDSU have no where near the debt level that EXDS does as the latter borrows vast sums to hurry up and get as many internet data centers up and running as is possible, so as to maintain first mover advantage. 3. NTAP may be a King Plus, because Sir Galahad believes it has proprietary IP in the way of software. Some believe NAS represents a discontinuous innovation. 4. JDSU is a hirsute King, with simian leanings. Even "Da Man", G. Moore, can't help himself in confusing JDSU with a gorilla posture. 5. NTAP has little competition in the NAS space. JDSU has little competition in its space, and keeps merging with the remaining contenders. EXDS is drowning in competition, which itself is tornadoing. Again, I think the burgeoning competition will eventually erode margins. Sure, this might not happen for a year or so, but then it would have taken longer to get into NTAP. 6. My gut instinct tells me the growth/safety ratio is better with NTAP & JDSU, than with EXDS. Bottom line: my 2 largest positions, comprising 75% of my portfolio, are Qcom and Intc, the gorillas. My next largest position, at ~ 15%, is JDSU, the hairy King. The final 10% is comprised of EMC, Gmst, & NTAP. So, my portfolio does feature a preponderance of gorillas and gorilla candidates. I expect my next purchase, after I convince my wiser half at dinner tonight (I'm hoping), will be more Gmst. And for fun, if there's anything left over, I hope to score a little Sndk. Apollo@I'llseeTekToddleroverontheotherthread<g>.com