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

To: StockHawk who wrote (26221)	6/12/2000 5:11:00 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

A month or two ago someone privately asked me what stocks I would look at if I were in the buying mode. Now that I'll soon sell my Citrix shares, I'll be in that mode. My response was that SanDisk would be at the top of my list of stocks to research. Some people are recently discussing the strength of the IPR. While noting that it hasn't been tested, some are noticing the value chain that is getting stronger and stronger. My comment is that the strength of the value chain says a lot about the IPR. Some of the companies in the value chain are huge. They're in a position to develop the technology on their own or at least to do a joint venture. But they're not. When I think that Microsoft chose to pay Gemstar instead of develop the technology on their own, that speaks volumes about Gemstar's IPR to my ears. I also believe that might be the case about SanDisk's value chain. --Mike Buckley