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

To: Teflon who wrote (406)	2/23/1999 6:23:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

I am beginning to think we will have to look for "Niche" Gorillas, like Seibel, who can be a big Frog in a small puddle, compared to our "big three" gorillas, and emerging princes, such as Dell was. If you take Dell's growth over the last 5 years, and push it out over the next 5 years, they would have to sell a computer to everyone on the planet to make their numbers! So we are looking for the new "Dell", or into Seibel or something like it, if we want a gorilla.

To: Teflon who wrote (406)	2/23/1999 6:39:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

Hi Teflon and thread: Per threadsters request, I have changed the name of the Emerging Internet G&K portfolio to the Emerging Internet portfolio. I hope this clears up the confusion caused by the "Gorilla and King" subtitle. Also, AMZN is going to remain on the official G&K Portfolio as a King rather than on the Emerging Internet portfolio. AMZN has been replaced by CMGI! What do you think about adding EGRP to the Emerging Internet portfolio? I believe that they seem to command a nice lead as far as internet brokerages are concerned (not considering Schwab, who is a bit more of a traditional brokerage, IMO). Does anyone have any thoughts on this addition? Justin Emerging Internet Portfolio (which rose 3.37% today): techstocks.com