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

To: Clappy who wrote (38393)	1/25/2001 1:36:04 PM
From: lurqer	Respond to of 54805

Hi Clap, I have a few GG questions for you Bear in mind that I'm not a GG investor so much as someone whose LTB&H portfolio is profoundly influenced by GG concepts - because of the risk implications as much as the anticipated gains. Besides SSTI and SNDK, what other prospects are you looking at? That's still TBD (to be determined) and I'm open to suggestions <gg>. I know of your interest in ferrous memory, but that's a different game in a different part of the TALC. re. Flash memory and GG. While both SNDK and SSTI have some interesting IPR, I'll defer to Ausdauer (whose posts on this thread should be read) for SNDK's GG characteristics. As for SSTI, I believe the Innovator's Dilemma will prove more insightful. lurqer