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


To: JRH who wrote (410)2/23/1999 7:02:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
ALERT: I am removing ntap from the G&K Index. It is clearly not a Gorilla or King, and doesn't belong in the grouping. I hope that one of the ntap investors will get incensed, and start an Emerging Portfolio for members of that sector (which we haven't quite identified yet), much as Justin has done for the Internet sector.

Frank



To: JRH who wrote (410)2/24/1999 9:12:00 AM
From: Jean M. Gauthier  Respond to of 54805
 
I agree about E-Trade...

will become at least an oligopoly member, a smaller gorilla in the e-brokering and eventually e-banking area.

You Have my vote

Jean