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

To: Mike Buckley who wrote (48701)	11/8/2001 10:41:30 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Mike: Your understanding may well be Geoff's intention, but note: he certainly does not say so. Just as a rose is a rose is a rose...., a portfolio is a portfolio is a portfolio.... And BTW I would suggest investing in "existing gorillas" only is too limiting even within high tech as a category - but that is just based on my experience and thought. Once again though, which companies are the "existing gorillas"? Knowing that is crucial to action, no? Best as always. Cha2