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

To: areokat who wrote (39317)	2/15/2001 12:58:42 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

re: althoughnotagorillagameportfolio.inv Warren Buffet's moats preceded Geoffrey Moore's sustainable competitive advantages. (Although not invested in technology.)

To: areokat who wrote (39317)	2/15/2001 1:20:46 PM
From: gdichaz	Respond to of 54805

areokat: My problem with the 10+ years, is that in the early 90's I shifted my area of concentration to telecom from networking. Kept Cisco and Sun Micro though. Others shorter term, i.e. only 5 to 7 years. But have experimented with many others in wireless and fiberoptics over the past 5. Uniphase, now JDSU, is one of the earliest of my current holdings BTW. Enough. Best. Cha2