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

To: KY who wrote (385)2/23/1999 4:46:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
You're right on the money, KY. Telecom industry experts, like Mr.Fun, are invested in both csco and lu, as they feel the hypergrowth in the sector will make all strong contenders successful.

Frank



To: KY who wrote (385)2/23/1999 9:38:00 PM
From: DownSouth  Respond to of 54805
 
do you bet on one gorilla or both?

KY, I agree that EMC and NTAP are both good investments. However, in the next 9 months I beleive it will become clearer that they are in different markets and are both gorillas in those markets. There will be points of inflection where they may become competitors. THen we will have to re-evaluate.


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