Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LindyBill who wrote (34817)	11/15/2000 2:06:36 PM
From: k_maxwell	Read Replies (1) \| Respond to of 54805

<<<RE: NTAP Got back in at 79 this morning. I was going to hold off on all buys until the election was settled, but the NTAP drop was too good to pass up.>>> Me too, Bill, although I paid $79 3/8. I'm still about 40% cash for the time being. Also I have been buying Corning in the $60's - I see the CSCO/GLW joint venture as a major positive for the GLowWorm. I wonder if anyone on this thread has looked at GLW using Gorilla Game metrics. Surely not a gorilla, but perhaps approaching King-like status in the manufacture of fiber itself? I've read recently that GLW has 50%+ share of the market for fiber, LU and Alcatel being the next biggest competitors. GLW seems somewhat prince-like in fiber optic components (to JDSU's King). But then GLW also has other interests, like biochips. A very interesting company, IMO.