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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (172)	5/8/1998 5:50:00 PM
From: Dragonfly	Read Replies (2) \| Respond to of 387

I'm only halfway thru the book, but I don't see many Gorilla candidates being put forth on this thread. A lot of the companies mentioned don't have a value chain or are in a market where switching costs are very low. Not to rag on ARM, which is a company I've liked for over a decade. I just don't see how its a gorilla candidate. It seems to me that we have the gorillas in routers, cpus and oses. The next gorilla will be in a new and upcomming paradigm. Maybe set-top boxes will be the next paradigm that could give rise to a gorilla. Dragonfly

To: Elmer who wrote (172)	5/11/1998 3:01:00 PM
From: David A. Stern	Respond to of 387

David, Thank you very much for the heads up on ARMHY. I will look into it and post any meaningful feedback. Again, thanks, David Stern