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

To: chaz who wrote (50860)	3/28/2002 11:33:35 AM
From: areokat	Respond to of 54805

It would be nice to know what percent of sales come from each of the categories they list.We'll probably never see that level of disclosure. Aerospace & Defense Automotive & Industrial Consumer Packaged Goods (CPG) High Tech: Consumer Electronics High Tech: EMS & OEMs High Tech: Semiconductor Pharmaceuticals Process (Utilities, Energy & Chemicals, Oil & Gas, Paper Products, Metals) Retail Telecommunications Transportation Yes, even if we could only come up with a rough guess about market share it would be helpful. For instance, defense budgets will most likely keep on rising for several years so if ITWO gets a significant share of their revenues from that sector things could start improving for ITWO fairly early. Also ditto for some of the early improving sectors such as manufacturing. Paul Harvey reported on some study that predicts the California economy will be showing a marked improvement by the middle of this year and that the recovery would be stronger than most are anticipating. Anyone know anything about it. Kat@waiting,waiting.pov