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

To: LindyBill who wrote (408)	2/23/1999 6:36:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>>I am beginning to think we will have to look for "Niche" Gorillas Why, when we can meet all of our objectives by holding on to "sure things"? 125% a year is good enough for me <g>. I tried the sector primate approach with Aspect Telecommunications (aspt). I think they could fairly be characterized as King of the call center sector. Bought in on a big dip at 16, watched them go to 19, and sold at 16 on the way down to 7 (http://quote.yahoo.com/q?s=aspt&d=b). It's dangerous playing with the small sector guys. Frank

To: LindyBill who wrote (408)	2/23/1999 11:27:00 PM
From: Mike Buckley	Respond to of 54805

LindyBill, 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... I realize you've seen my upcoming comment about that in the past, so this is for the benefit (or detriment, depending on your point of view) of others. The "big three," as you put it are gigantic because theirs is an enabling product. The so-called comparative niche players are almost always in the software applications biz. Find the next enabling gorilla and you'll be able to spend the rest of your life drinking margaritas under bananna trees. --Mike Buckley