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

To: Thomas Mercer-Hursh who wrote (45869)	8/26/2001 1:01:37 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, Your thoughts about NMTC pretty much describes Siebel Systems in 1996. While I wouldn't be comfortable coming on so strongly about a company's potential to become a gorilla at that stage, I also wouldn't be as quick to dismiss it based on the criteria you've mentioned. --Mike Buckley

To: Thomas Mercer-Hursh who wrote (45869)	8/26/2001 1:06:53 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> but at this size I have to feel that it is a little early to be using the G word. Who was it that said size doesn't count <gg>? Seriously, I don't think it's productive to simply dismiss smaller companies off hand. There's nothing wrong with vetting some of the promising ones for possible inclusion in the Watch & Wait Portfolio. I think it would be better to enocurage silverstein and others to present their candidates in GG terms then to cut them off. Even if we never found a diamond among the shiny pebbles, we might find a few new hunters to swell our ranks. I realize that differs from my thinking in 1999, but many things have changed since the days of the Bull. jmho, uf <edit> I see that this is one of those rare occasions when Merlin and I are in agreement. That's scarey :-).