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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (2546)	9/20/2000 1:48:01 PM
From: StockHawk	Read Replies (1) \| Respond to of 65232

>>That is why we (as the porch) only suggest Gorilla and King stocks on this board. << And with that in mind here is a comment from Gorilla Game author Geoffrey Moore: gorillagame Digest #1028 - 09/19/00 Date: Wed, 20 Sep 2000 00:09:50 -0700 From: Geoffrey Moore Gang, Still swamped at my end, but I did want to weigh in on the number of gorillas since the book. In addition to QCOM I would argue that JDS Uniphase is a new gorilla. Further, we may well see the resurgence of the enterprise application gorillas, particularly i2 and Seibel, as the Web migrates back into the power sphere of the enterprise. I think there may be an EAI gorilla game about to start as well. On the chip side, Rambus is still an interesting gorilla candidate, and perhaps one could argue that TI's position is DSP chips in gorilla like. Geoff Geoffrey Moore Chairman, The Chasm Group