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


To: Bruce Brown who wrote (43330)6/8/2001 2:55:00 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Bruce: So BEA is a gorilla based upon the analysis elsewhere. Good to hear as an investor in it.

[(Oh, oh, on rereading you have not said that BEA is a gorilla, only that it is in the "game" re: "applications".

In your view is it a full card carrying applications gorilla, or not?]

Why then has it not been discussed here?

Gorillas are after all a rare find.

Best.

Cha2

PS Again, I am way outside the areas I follow as closely as I can, so I have much to learn from you.

PPS Is gorilla Microsoft sitting on its hands in this area? For me, that is one of the world's least likely events.