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


To: tekboy who wrote (32485)9/28/2000 5:21:16 AM
From: gdichaz  Respond to of 54805
 
teboy: Techbaby is doing what comes naturally, but then it seems, so do you. He at least may grow out of it.

Come on now, you haven't paid attention to my game. (Surprising as that may be.)

I started out long, long, long ago with One Gorilla and One King - the Q and Uniphase. Uniphase became JDSU and may now add SDLI which I carefully added in my discussions as a prince worthy of serious consideration in fiberoptics along with JDS Uniphase.

Then I decided that a small stake in internut / e commerce would be a fun addition, so I looked around and found SFE as the best nurturer for such stuff as I could find and called it my "significant other" since it was neither gorilla nor king. Then Geof Moore came out with his "Godzilla" label and I simply switched labels for SFE from "significant other" to "Godzilla" to fit Moore's terminology. The composition of the game remained the same, and is so to this day.

SFE is a very interesting case, but not a gorilla nor king, so I do not discuss it here. Sadly with the demise of Teflon's thread, there is no place to discuss it.

I do expect a Pheonix performance and still think that as the granddad of nurturers, it is the most conservative (that's a joke son as Senator Claghorn--a bit before your time--used to say) internut / e commerce investment.

Best as always.

Hey, and get some sleep when you can.

Cha2