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

To: Uncle Frank who wrote (37698)	1/10/2001 1:41:03 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

It's time for debate. Sorry, Frank, but you'll never get me to agree that Gemstar is a Gorilla considering that it's never gone through a tornado. I vote for changing it to "P." On that subject, I'm a month late on my semi-annual Gemstar poll. I'll get to that very soon, if not immediately. :) --Mike Buckley

To: Uncle Frank who wrote (37698)	1/10/2001 10:39:44 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

2001 GKI My suggestions: 1. Delete GMST, which at this time is neither a proven G or K. Move GMST to W&W. 2. NTAP is a G, of its space, NAS 3. CREE is W&W 4. SNDK is a Gorilla candidate, not just a shiny pebble, but at this moment we haven't ascertained its "lock" on its space and so is not yet a gorilla. I would put its products/IPR in the bowling alley, approaching tornado status. Belongs in W&W. 5. WIND is a mystery to me. Don Mosher's excellent report reminds me that it is difficult to call the tornado with its software products......I believe there was a time lag of sorts. W&W? 6. RMBS is a gorilla of RDRAM, and Sony Playstation 2 is tornadoing. It is a nascent gorilla. It belongs in GKI. 7. SDLI should be rolled into JDSU; can change GKI later if merger not approved. 8. ELON is a shiny pebble, without widespread adoption of its products, as I understand it. SPs don't belong in the GKI. 9. Juniper and Broadcom are companies I don't know enough about, but should Princes be listed in the Gorillas & Kings Index? Or should they stay in the W&W; for consistency, I would suggest the latter. thank you for all of your hard work, King Arthur Apollo

To: Uncle Frank who wrote (37698)	1/10/2001 11:32:08 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

Frank, << 2001 GKI My suggestions >> Apollo made 9 suggestions on 10 companies that are candidates for our indexes in post 37714. My observations on those 10 companies are virtually identical to Apollo's. We must have read the same manual and followed the same discussions on each of these excellent companies. One exception: I still look at NTAP as a King of NAS (and EMC King of SAN), but DownSouth may convince me yet. I do (try to) pay attention. Either way, both belong on the G&K index. I would add that I have not paid sufficient attention to Brocade to classify it. Best I redo some homework on that one. - Eric -

To: Uncle Frank who wrote (37698)	1/10/2001 12:41:41 PM
From: tekboy	Respond to of 54805

2001 Gorilla and King Index looks good to me... tekboy/Ares@justmakethemgoup.pov

To: Uncle Frank who wrote (37698)	1/10/2001 4:50:19 PM
From: kumar	Read Replies (1) \| Respond to of 54805

re 2001 GKI : my vote : NTAP is "G" not "K?" INTC is "G" not "G?" cheers, kumar

To: Uncle Frank who wrote (37698)	1/11/2001 2:59:44 PM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

Uncle Frank: I agree on QCOM, NTAP, JDSU, SEBL, CSCO, EMC, INTC, ORCL, ITWO, and MSFT. I am uncertain about SUNW and GMST, and don't know enough about BRCD. My vote would be to have the G&K List consist only of those first ten, as it seems they are fairly obvious. Leave those companies about which we have considerable question for W&W. - Pirah

To: Uncle Frank who wrote (37698)	1/11/2001 3:22:53 PM
From: diver913	Respond to of 54805

2001 G&K Index Uncle Frank, I agree with Apollo and Eric L. that RMBS belongs on the G&K Index, not the W&W, even though its market cap is below $10B. I'd like to advocate flexibility with that requirement because (a) it's not a requirement for gorilla status in TRFM and (b) other companies have attained gorilla status before they reached a 10B market cap - SEBL and ITWO are just a couple of examples. I agree that these other smaller companies belong on the W&W list: CREE, ELON, SNDK and WIND. Of course, we await the results of Mike's GMST survey to determine its placement. But I'm also curious about where JNPR and BRCM belong. Is it really accurate that their current status is Prince? I don't own either one so I can't properly classify them, but I thought JNPR was considered a gorilla candidate among the Next Generation Network companies by Paul Johnson, one of the authors of TRFM. Perhaps BB or others who know these two companies could shed some light on their classification. Thanks for your work on getting the index ready! Do you know if Justin's W&W list will consist only of the companies listed on your list that don't qualify for the G&K Index, or will he have other selection criteria for additional members of his list? Meredith