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

To: EJhonsa who wrote (29245)	8/2/2000 12:24:27 AM
From: Uncle Frank	Respond to of 54805

>> Rather, you might see a lot of gorilla/king hybrids, companies like Intel, TI, Cisco, and Broadcom. Whoa! Cisco? Who issued the hunting licenses on Silverbacks? Please explain why you include Cisco in that group. uf

To: EJhonsa who wrote (29245)	8/2/2000 12:32:01 AM
From: kumar	Respond to of 54805

To continue this discussion, methinks we need to establish our perception of "which company is a G/K in WHAT SPACE". eg, - the points u make on INTC Vs TI/QCOM/BRCM etc are not necessarily the fields where INTC is claimed to be a gorilla. - I believe similar analogies follow for your statement on the uncertain status of CSCO. cheers, kumar