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

To: Pirah Naman who wrote (39328)	2/15/2001 9:26:48 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Pirah, thanks for your well thought out reply. I'm afraid that if we think the growth rate will significantly decrease every 3-4 years then we shouldn't even touch most of our gorillas and kings. Actually in the casesof IBM when the mainframe was everything, Microsoft when PC software was so important, and CISCO, the growth continued at a snappy rate for MORE than 10 years. I guess I'm more optimistic than you. In this connection I think we should distinguish more clearly between gorillas and kings. Is 30% a year for 10 years unthinkable for QCOM and NTAP? Anyway I'll reflect more deeply on your comments and then probably I'll have more understanding. Thanks so much. Malcolm