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

To: kumar who wrote (31920)	9/20/2000 12:11:35 PM
From: Thomas Mercer-Hursh	Respond to of 54805

I think there may be an EAI gorilla game about to start as well. I'd be interested in what he thought the basket was here.

To: kumar who wrote (31920)	9/20/2000 12:26:38 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

kr, << In addition to QCOM I would argue that JDS Uniphase is a new gorilla >> Glad we convinced Geoff that QCOM is a gorilla. <g> I sure would like to hear Geoff's supporting case on JDSU, or comments from participants here, for that matter. Right now I have them as my favorite King, despite the fact that the optical sector appears to be getting some backlash from the uncertainty in the wireless sector. - Eric -

To: kumar who wrote (31920)	9/20/2000 12:40:57 PM
From: chaz	Read Replies (2) \| Respond to of 54805

What's "EAI"? Chaz

To: kumar who wrote (31920)	9/20/2000 12:54:46 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

may well see the resurgence of the enterprise application gorillas, particularly i2 and Seibel Goody! I hope he learns to spell Siebel, and I two would like to hear the explanation for why JDSU is a gorilla, but I like the comments. Speaking of I two, isn't it about time we moved it from the W&W to G&K index? Of course, such a switch would be facilitated by a certain person's ITWO Hunt Report, but that may never come (seeing as how the person in question never has time to write lengthy posts or anything<GGG>)... tekboy/Ares@provacateursRus.com