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

To: Boplicity who wrote (33985)	10/28/2000 7:02:29 PM
From: tekboy	Respond to of 54805

Greg, a few kings out there, a handful of gorillas, a tiny number of enabling technology gorillas. Tornadoes in networking, fiber optics, storage, flash, etc. etc. Good new investment candidates always scarce, due to the high standards we use, and few of the ones introduced get accepted into the pantheon. for previous musings on the question see here: Message 13955164 Message 13955297 Message 13956080 tekboy/Ares@don'tworry,Ibetthenextseachangewillbediscussedhereearlyon.com

To: Boplicity who wrote (33985)	10/28/2000 10:00:20 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Plus, worrying about investor crowding in particular stocks. And here's what is beginning to bother me...the acquisitions route some of our favorites take to plug product holes. I am beginning to wonder if the "make or buy" decisions that come down on the "buy" side don't really convey a weakness in the R&D area. If another company develops a product that is such a good "fit", then why didn't it get developed in-house in the first place? The notion that someone else saw a hole in your product line and got there first is pretty scary, no? Chaz