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

To: shamsaee who wrote (27291)	7/5/2000 3:51:39 PM
From: Mrjns	Read Replies (2) \| Respond to of 54805

IMO there are companies like JDSU,BRCM,NTAP,CREE etc with a well defined path to greater heights that fit the criteria for Gorilla/King status. QCOM & RMBS are a different kind of beast whose success is solely dependent on their IP being adopted.

To: shamsaee who wrote (27291)	7/5/2000 4:16:41 PM
From: drew_m	Respond to of 54805

RE: QCOM As one who is still working for "the man", I appreciate the summary and discussion regarding the Q. I have 0 desire to read 500, buying range, Rocket, New Moderated, this thread gives me the big picture not the hour to hour soap opera crap. Thanks to all who give to this thread. Do not take earlier posts as speaking for all lurkers. This is one lurker who looks forward to new posts regarding the Q. Hell I even enjoy DownSouths NTAP posts. I am amazed that Univ of Ga fans can even spell NTAP. :) Drew